Who owns CAPITAL GROUP U S MULTI SEC ETF?
- Ticker: CGMS
- CUSIP Number: 14020y300
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group U S Multi Sec Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group U S Multi Sec Etf stock
Who bought or sold CAPITAL GROUP U S MULTI SEC ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.3M | $36M | 179% | Mar 2024 |
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| Commonwealth Equity Services | 970k | $26M | 25% | Mar 2024 |
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| Advisor Group Holdings | 725k | $20M | -11% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 594k | $16M | 422% | Mar 2024 |
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| Lincoln National | 543k | $15M | 28% | Mar 2024 |
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| Stephens | 516k | $14M | 100% | Mar 2024 |
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| Jane Street | 507k | $14M | -26% | Mar 2024 |
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| Envestnet Asset Management | 474k | $13M | 344% | Mar 2024 |
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| UBS Group | 452k | $12M | 207% | Mar 2024 |
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| TrueWealth Advisors | 437k | $12M | -8% | Mar 2024 |
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| Raymond James Financial Services Advisors | 364k | $9.8M | 791% | Mar 2024 |
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| Royal Bank of Canada | 356k | $9.6M | 42% | Mar 2024 |
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| ValMark Advisers | 315k | $8.5M | 44% | Mar 2024 |
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| Winch Advisory Services | 285k | $7.7M | 8057% | Dec 2023 |
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| D. J. St. Germain | 258k | $7.0M | -8% | Dec 2023 |
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| Atria Wealth Solutions | 228k | $6.2M | 27% | Mar 2024 |
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| Raymond James & Associates | 219k | $5.9M | 26% | Mar 2024 |
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| Bouvel Investment Partners | 214k | $5.8M | -3% | Mar 2024 |
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| Souders Financial Advisors | 211k | $5.7M | 10% | Mar 2024 |
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| Benjamin F. Edwards & Company | 177k | $4.6M | 10% | Mar 2024 |
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| PFG Financial Advisors | 177k | $4.8M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 156k | $4.2M | 22% | Mar 2024 |
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| Harbour Investments | 149k | $4.0M | 249% | Dec 2023 |
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| Prospera Financial Services | 145k | $3.9M | 100% | Dec 2023 |
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| Streettalk Advisors | 144k | $3.9M | 100% | Mar 2024 |
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| Swisher Financial Concepts | 132k | $3.5M | 100% | Mar 2024 |
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| Wayfinding Financial | 122k | $3.3M | 100% | Mar 2024 |
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| Morgan Stanley | 110k | $3.0M | 100% | Mar 2024 |
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| Crumly & Associates | 104k | $2.8M | -5% | Mar 2024 |
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| Total Clarity Wealth Management | 90k | $2.4M | 77% | Mar 2024 |
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| Jpmorgan Chase & Co | 89k | $2.4M | 1977% | Mar 2024 |
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| Integrated Wealth Concepts | 86k | $2.3M | 100% | Mar 2024 |
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| Confluence Wealth Services | 83k | $2.2M | 2% | Mar 2024 |
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| Atria Investments | 80k | $2.2M | -24% | Dec 2023 |
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| Stifel Financial | 77k | $2.1M | 53% | Mar 2024 |
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| Sigma Planning | 77k | $2.1M | 189% | Mar 2024 |
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| Davenport & Co | 76k | $2.1M | 15% | Mar 2024 |
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| Trilogy Capital | 76k | $2.1M | 54% | Mar 2024 |
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| HoyleCohen | 64k | $1.7M | 100% | Dec 2023 |
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| Wells Fargo & Company | 54k | $1.4M | 5348500% | Mar 2024 |
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| Pillar Wealth Advisors | 52k | $1.4M | 1% | Mar 2024 |
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| Silver Oak Securities | 50k | $1.3M | 88% | Mar 2024 |
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| Susquehanna International | 48k | $1.3M | 100% | Mar 2024 |
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| Private Advisor | 45k | $1.2M | 45% | Mar 2024 |
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| Sharkey, Howes & Javer | 45k | $1.2M | 100% | Mar 2024 |
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| Inspire Advisors | 41k | $1.1M | 13% | Mar 2024 |
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| Lodestone Wealth Management | 41k | $1.1M | 265% | Mar 2024 |
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| Burford Brothers | 36k | $984k | 100% | Mar 2024 |
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| Goss Wealth Management | 36k | $972k | 6683% | Mar 2024 |
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| Janney Montgomery Scott | 32k | $871k | 44% | Mar 2024 |
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| Mariner Wealth Advisors | 30k | $819k | 19% | Mar 2024 |
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| Bank Of Montreal | 30k | $803k | 100% | Mar 2024 |
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| Ausdal Financial Partners | 29k | $778k | 0% | Mar 2024 |
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| Von Berge Wealth Management Group | 28k | $749k | 0% | Mar 2024 |
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| Nations Financial Group | 26k | $715k | 88% | Mar 2024 |
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| Capital Planning | 25k | $680k | 8% | Mar 2024 |
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| Captrust Financial Advisors | 25k | $667k | 1% | Mar 2024 |
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| Kestra Advisory Services | 24k | $636k | 172% | Dec 2023 |
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| Proequities | 24k | $639M | -8% | Mar 2024 |
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| Betterment | 23k | $628k | 100% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 22k | $600k | 100% | Mar 2024 |
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| WealthCare Investment Partners | 22k | $592k | 1% | Mar 2024 |
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| WESPAC Advisors | 21k | $555k | 156% | Mar 2024 |
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| Wealthcare Advisory Partners | 20k | $552k | 0% | Mar 2024 |
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| CAP Partners | 16k | $431k | 100% | Mar 2024 |
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| Kingsview Wealth Management | 16k | $427k | 52% | Mar 2024 |
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| Wetherby Asset Management | 16k | $421k | 60% | Mar 2024 |
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| Mutual Advisors | 14k | $376k | -3% | Mar 2024 |
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| Tradition Wealth Management | 14k | $372k | -2% | Mar 2024 |
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| HighTower Advisors | 12k | $334k | 1% | Mar 2024 |
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| Seamount Financial Group | 12k | $314k | 100% | Mar 2024 |
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| Balboa Wealth Partners | 11k | $306k | 100% | Mar 2024 |
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| Creative Financial Designs | 11k | $303k | 19% | Mar 2024 |
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| H D Vest Advisory Services | 11k | $294k | 100% | Mar 2024 |
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| Principal Securities | 10k | $272k | 6% | Mar 2024 |
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| Bond & Devick Financial Network | 10k | $270k | 27% | Mar 2024 |
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| AA Financial Advisors | 9.9k | $268k | 100% | Mar 2024 |
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| Founders Financial Securities | 9.9k | $267k | 100% | Mar 2024 |
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| Good Life Advisors | 9.8k | $266k | 100% | Mar 2024 |
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| Clear Creek Financial Management | 8.7k | $235k | 100% | Mar 2024 |
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| LongView Wealth Management | 8.6k | $232k | 100% | Mar 2024 |
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| McGlone Suttner Wealth Management | 8.4k | $228k | 0% | Mar 2024 |
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| Cedar Brook Financial Partners | 8.3k | $225k | 100% | Mar 2024 |
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| Continuum Advisory | 4.6k | $123k | 100% | Mar 2024 |
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| ICA Group Wealth Management | 3.8k | $102k | 21% | Mar 2024 |
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| FinTrust Capital Advisors | 3.0k | $81k | 1222% | Mar 2024 |
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| Private Trust Co Na | 3.0k | $80k | 220% | Mar 2024 |
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| Brian McDonald | 2.1k | $57k | 100% | Mar 2024 |
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| Larson Financial Group | 2.1k | $56k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.5k | $42k | 39% | Mar 2024 |
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| Northwest Financial Advisors | 1.2k | $31k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 850.00 | $23k | 100% | Mar 2024 |
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| FMR | 1.00 | $27.000000 | 100% | Mar 2024 |
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Who sold out of Capital Group U S Multi Sec Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SageView Advisory Group | Dec 2023 | 23k | $632k |
| Brown Brothers Harriman & Co. | Dec 2023 | 23k | $608k |
| Western Wealth Management | Dec 2023 | 14k | $367k |
| Moloney Securities Asset Management | Dec 2023 | 12k | $324k |