Barnes Pettey Financial Advisors’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
$449K Buy
16,250
+2,248
+16% +$62.1K 0.3% 61
2025
Q1
$382K Buy
14,002
+2,378
+20% +$64.9K 0.3% 63
2024
Q4
$317K Buy
11,624
+683
+6% +$18.6K 0.24% 73
2024
Q3
$305K Buy
+10,941
New +$305K 0.24% 72