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Freedom Investment Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Freedom Investment Management’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 		– Sell
-17,070
Closed -$466K – 742
2025
Q1 		$466K Buy
17,070
+799
+5% +$21.9K 0.04% 448
2024
Q4 		$444K Buy
+16,271
New +$448K 0.04% 468

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UBS Group
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GVAG
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CA
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Freedom Investment Management's CGMS Position: Q2 2025 in Review

Freedom Investment Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 17,070 shares — an estimated $466K sold.

Freedom Investment Management first reported a position in CGMS in Q4 2024 and held it in 2 quarters. The position peaked at $466K in Q1 2025. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Freedom Investment Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 17,070 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $466K.
  • Freedom Investment Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 2 quarters.
  • Freedom Investment Management's Capital Group US Multi-Sector Income ETF position peaked at $466K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.