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Capital Group U S Multi Sec Etf shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $552k 20k 27.04
2023-12-31 $552k 21k 26.99
2023-09-30 $506k 20k 25.53
2023-06-30 $210k 8.1k 26.05
2023-03-31 $239k 9.1k 26.33

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

Top funds holding Capital Group U S Multi Sec Etf

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Commonwealth Equity Services
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TrueWealth Advisors
Lincoln National
Raymond James Financial Services Advisors
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada
Raymond James & Associates
ValMark Advisers
Bouvel Investment Partners
Souders Financial Advisors
Atria Wealth Solutions

View all funds holding Capital Group U S Multi Sec Etf