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

Confluence Wealth 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
2025 Q2	$5.99M	Buy
2025 Q1	$5.81M	Buy
2024 Q4	$3.53M	Buy
2024 Q3	$2.7M	Buy
2024 Q2	$2.47M	Buy
2024 Q1	$2.24M	Buy
2023 Q4	$2.2M	Buy