WESPAC Advisors »

Capital Group U S Multi Sec Etf shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors 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 WESPAC Advisors 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $619k 22k 27.84
2024-06-30 $551k 21k 26.92
2024-03-31 $555k 21k 27.04
2023-12-31 $216k 8.0k 26.99

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Qualcomm (QCOM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for WESPAC Advisors

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