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Capital Group U S Multi Sec Etf shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $672k 25k 26.92
2024-03-31 $688k 25k 27.04
2023-09-30 $72k 2.8k 25.53
2023-06-30 $74k 2.8k 26.05
2023-03-31 $60k 2.3k 26.33

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Advisor Group Holdings
Wells Fargo & Company
Raymond James & Associates
Winch Advisory Services
Stephens
TrueWealth Advisors
UBS Group
Redhawk Wealth Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf