Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		$2.7M Buy
2025
Q2 		$1.36M Sell
2025
Q1 		$4.2M Buy
2024
Q4 		$3.45M Buy
2024
Q3 		$1.64M Buy
2024
Q2 		$467K Buy