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Capital Group U S Multi Sec Etf shares owned by WealthCare Investment Partners

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

Historical chart of WealthCare Investment 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 Investment 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $600k 22k 27.61
2024-06-30 $577k 21k 26.92
2024-03-31 $592k 22k 27.04
2023-12-31 $583k 22k 26.88

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Value Line Divid In SHS (FVD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Us Consm Staples (IYK)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Fundamental Intl (FNDF)
Select Sector Spdr Tr Communication (XLC)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for WealthCare Investment Partners

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