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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
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)
Vanguard Short Term Treasury Etf Etf (VGSH)
Apple (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Etf Etf (QQQ)
NVIDIA Corporation (NVDA)
Ishares Short Treasury Bond Etf Etf (SHV)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Capital Group Core Plus Us Multi Sector Income Etf Etf (CGMS)
Visa (V)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)

View all positions for Winch Advisory Services

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
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