Avantax Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
79,125
+23,247
| +42% | +$642K | 0.01% | 757 |
|
|
2025
Q1 | $1.53M | Buy |
55,878
+4,066
| +8% | +$111K | 0.01% | 885 |
|
|
2024
Q4 | $1.41M | Buy |
51,812
+24,575
| +90% | +$670K | 0.01% | 886 |
|
|
2024
Q3 | $758K | Buy |
27,237
+1,639
| +6% | +$45.6K | 0.01% | 1164 |
|
|
2024
Q2 | $689K | Buy |
25,598
+14,734
| +136% | +$397K | ﹤0.01% | 1176 |
|
|
2024
Q1 | $294K | Buy |
+10,864
| New | +$294K | ﹤0.01% | 1307 |
|