FinTrust Capital Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$158K	Buy	5,688 +2,688	+90%	+$74K	0.03%	350
2024 Q2	$80.8K	Hold	3,000	–	–	0.01%	441
2024 Q1	$81.1K	Buy	3,000 +2,773	+1,222%	+$74.8K	0.02%	418
2023 Q4	$6.13K	Hold	227	–	–	﹤0.01%	913
2023 Q3	$5.79K	Buy	+227	New	+$5.9K	﹤0.01%	871

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's CGMS Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 90% in Q3 2024, buying an estimated $74K and bringing the position to 5,688 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #350.

FinTrust Capital Advisors first reported a position in CGMS in Q3 2023 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold CGMS as of Q3 2024.

FinTrust Capital Advisors held 5,688 shares of Capital Group US Multi-Sector Income ETF worth $158K as of Q3 2024.
FinTrust Capital Advisors bought 2,688 Capital Group US Multi-Sector Income ETF shares in Q3 2024, an estimated $74K.
Capital Group US Multi-Sector Income ETF made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #350 holding.
FinTrust Capital Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 5 quarters since.
170 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.