Kingsview Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11M Buy
404,251
+65,898
+19% +$1.82M 0.15% 122
2025
Q4
$9.35M Buy
338,353
+36,717
+12% +$1.02M 0.13% 137
2025
Q3
$8.37M Buy
301,636
+49,944
+20% +$1.38M 0.13% 163
2025
Q2
$6.95M Buy
251,692
+41,769
+20% +$1.13M 0.12% 187
2025
Q1
$5.73M Buy
209,923
+55,350
+36% +$1.52M 0.11% 194
2024
Q4
$4.22M Buy
154,573
+17,612
+13% +$485K 0.08% 227
2024
Q3
$3.81M Buy
136,961
+94,550
+223% +$2.6M 0.08% 239
2024
Q2
$1.14M Buy
42,411
+26,603
+168% +$716K 0.03% 472
2024
Q1
$427K Buy
15,808
+5,388
+52% +$145K 0.01% 705
2023
Q4
$281K Buy
10,420
+2,207
+27% +$57.3K 0.01% 790
2023
Q3
$210K Buy
8,213
+14
+0.2% +$364 0.01% 873
2023
Q2
$214K Buy
+8,199
New +$215K 0.01% 838

Other funds holding CGMS