Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25.7M Buy
929,285
+757,795
+442% +$20.9M 0.09% 193
2025
Q1 		$4.68M Buy
171,490
+130,953
+323% +$3.58M 0.02% 546
2024
Q4 		$1.11M Buy
40,537
+33,632
+487% +$918K ﹤0.01% 1025
2024
Q3 		$192K Buy
+6,905
New +$192K ﹤0.01% 1776