CWMS
CGMS icon

Cannon Wealth Management Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cannon Wealth Management Services’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
46,357
+14,844
+47% +$410K 0.85% 29
2025
Q4 		$870K Buy
31,513
+2,226
+8% +$61.7K 0.61% 34
2025
Q3 		$813K Sell
29,287
-5,970
-17% -$165K 0.62% 30
2025
Q2 		$974K Sell
35,257
-1,095
-3% -$29.7K 0.8% 26
2025
Q1 		$981K Buy
36,352
+3,246
+10% +$89.1K 0.88% 23
2024
Q4 		$907K Sell
33,106
-7,773
-19% -$214K 0.78% 27
2024
Q3 		$1.14M Buy
+40,879
New +$1.12M 1.04% 22

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Raymond James Financial
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UBS Group
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return