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

Investment Planning 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
2025 Q2	$493K	Sell
2025 Q1	$748K	Sell
2024 Q4	$810K	Buy
2024 Q3	$749K	Hold
2024 Q2	$749K	Buy