Integrated Wealth Concepts »

Capital Group U S Multi Sec Etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 86k 27.04

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services
Lincoln National
Stephens
Jane Street
Envestnet Asset Management
UBS Group
TrueWealth Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Cetera Investment Advisers
ValMark Advisers
Winch Advisory Services

View all funds holding Capital Group U S Multi Sec Etf