Integrated Wealth Concepts’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
204,377
+16,747
| +9% | +$463K | 0.06% | 312 |
|
|
2025
Q1 | $5.12M | Sell |
187,630
-31,257
| -14% | -$853K | 0.06% | 307 |
|
|
2024
Q4 | $5.97M | Buy |
218,887
+31,985
| +17% | +$873K | 0.07% | 259 |
|
|
2024
Q3 | $5.2M | Buy |
186,902
+14,867
| +9% | +$414K | 0.06% | 278 |
|
|
2024
Q2 | $4.63M | Buy |
172,035
+86,376
| +101% | +$2.33M | 0.06% | 276 |
|
|
2024
Q1 | $2.32M | Buy |
85,659
+14,314
| +20% | +$387K | 0.03% | 474 |
|
|
2023
Q4 | $1.93M | Buy |
+71,345
| New | +$1.93M | 0.03% | 499 |
|