KMG Fiduciary Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

KMG Fiduciary Partners’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 Q2	$785K	Sell	28,711 -369,409	-93%	-$10.2M	0.07%	131
2026 Q1	$10.8M	Buy	398,120 +18,958	+5%	+$523K	0.8%	32
2025 Q4	$10.5M	Buy	379,162 +13,436	+4%	+$372K	0.74%	34
2025 Q3	$10.1M	Buy	365,726 +10,060	+3%	+$279K	0.68%	38
2025 Q2	$9.82M	Buy	355,666 +37,416	+12%	+$1.01M	0.73%	39
2025 Q1	$8.69M	Buy	318,250 +61,058	+24%	+$1.68M	0.72%	36
2024 Q4	$7.02M	Buy	257,192 +29,730	+13%	+$819K	0.58%	45
2024 Q3	$6.33M	Buy	227,462 +192,702	+554%	+$5.3M	0.55%	48
2024 Q2	$936K	Buy	+34,760	New	+$935K	0.09%	149

Other funds holding CGMS

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return