Wealth Advisors of Iowa »

Capital Group U S Multi Sec Etf shares owned by Wealth Advisors of Iowa

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Wealth Advisors of Iowa from 13F filings

Historical chart of Wealth Advisors of Iowa investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 10k 27.84

More positions owned by Wealth Advisors of Iowa

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for Wealth Advisors of Iowa

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding Capital Group U S Multi Sec Etf