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Capital Group U S Multi Sec Etf shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 574k 27.84
2024-06-30 $15M 567k 26.92
2024-03-31 $15M 553k 27.04
2023-12-31 $7.7M 285k 26.99
2023-09-30 $89k 3.5k 25.45

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Microsoft Corporation (MSFT)
Vanguard Short Term Treasury Etf Etf (VGSH)
Invesco Qqq Etf Etf (QQQ)
Amazon (AMZN)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Short Treasury Bond Etf Etf (SHV)
Berkshire Hathaway (BRK.B)
Alphabet Inc Class C cs (GOOG)
Visa (V)
Stryker Corporation (SYK)

View all positions for Winch Advisory Services

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