Lido Advisors
CGMS icon

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

Lido 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
2024
Q4 		– Sell
-86,515
Closed -$2.41M – 1511
2024
Q3 		$2.41M Hold
86,515
– – 0.01% 429
2024
Q2 		$2.33M Buy
+86,515
New +$2.33M 0.01% 417

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Commonwealth Equity Services
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Lido Advisors's CGMS Position: Q4 2024 in Review

Lido Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2024, closing a stake of 86,515 shares — an estimated $2.41M sold.

Lido Advisors first reported a position in CGMS in Q2 2024 and held it in 2 quarters. The position peaked at $2.41M in Q3 2024. 221 funds tracked by Wall St. Rank hold CGMS as of Q4 2024.

  • Lido Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 86,515 Capital Group US Multi-Sector Income ETF shares in Q4 2024, an estimated $2.41M.
  • Lido Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and held it in 2 quarters.
  • Lido Advisors's Capital Group US Multi-Sector Income ETF position peaked at $2.41M in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.