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

Kestra 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
2026
Q1 		$861K Sell
31,623
-238,018
-88% -$6.57M 0.01% 231
2025
Q4 		$7.45M Buy
269,641
+201,281
+294% +$5.58M 0.18% 63
2025
Q3 		$1.9M Sell
68,360
-39,640
-37% -$1.1M 0.05% 129
2025
Q2 		$2.97M Buy
108,000
+59,114
+121% +$1.6M 0.05% 135
2025
Q1 		$1.33M Buy
48,886
+25,687
+111% +$705K 0.04% 135
2024
Q4 		$633K Buy
23,199
+5,933
+34% +$163K 0.02% 196
2024
Q3 		$481K Buy
17,266
+5,624
+48% +$155K 0.02% 216
2024
Q2 		$313K Buy
+11,642
New +$313K 0.02% 95

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