Larson Financial Group’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	$335K	Buy	12,307 +3,600	+41%	+$99.4K	0.01%	586
2025 Q4	$240K	Sell	8,707 -814	-9%	-$22.6K	0.01%	654
2025 Q3	$264K	Buy	9,521 +3,794	+66%	+$105K	0.01%	625
2025 Q2	$158K	Buy	5,727 +3,106	+119%	+$84.2K	0.01%	709
2025 Q1	$71.6K	Hold	2,621	–	–	﹤0.01%	887
2024 Q4	$71.5K	Buy	2,621 +551	+27%	+$15.2K	﹤0.01%	797
2024 Q3	$57.6K	Hold	2,070	–	–	﹤0.01%	865
2024 Q2	$55.7K	Hold	2,070	–	–	﹤0.01%	782
2024 Q1	$56K	Hold	2,070	–	–	﹤0.01%	663
2023 Q4	$55.9K	Hold	2,070	–	–	﹤0.01%	623
2023 Q3	$52.8K	Hold	2,070	–	–	0.01%	597
2023 Q2	$53.9K	Buy	2,070 +950	+85%	+$24.9K	0.01%	539
2023 Q1	$29.5K	Buy	+1,120	New	+$29.3K	﹤0.01%	657