Avidian Wealth Enterprises’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 Q1	–	Sell	-142,821	Closed	-$3.9M	–	525
2024 Q4	$3.9M	Buy	142,821 +977	+0.7%	+$26.7K	0.18%	82
2024 Q3	$3.95M	Sell	141,844 -5,985	-4%	-$167K	0.18%	79
2024 Q2	$3.98M	Buy	147,829 +4,372	+3%	+$118K	0.17%	79
2024 Q1	$3.88M	Buy	+143,457	New	+$3.88M	0.19%	70