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

Northwest Financial 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
-2,594
Closed -$72.2K – 179
2024
Q3 		$72.2K Buy
+2,594
New +$71.4K 0.06% 188
2024
Q1 		– Sell
-1,160
Closed -$31.3K – 155
2023
Q4 		$31.3K Buy
+1,160
New +$30.1K 0.03% 260

Other funds holding CGMS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwest Financial Advisors's CGMS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2024, closing a stake of 2,594 shares — an estimated $72.2K sold.

Northwest Financial Advisors first reported a position in CGMS in Q4 2023 and held it in 2 quarters. The position peaked at $72.2K in Q3 2024. 221 funds tracked by Wall St. Rank hold CGMS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,594 Capital Group US Multi-Sector Income ETF shares in Q4 2024, an estimated $72.2K.
  • Northwest Financial Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Capital Group US Multi-Sector Income ETF position peaked at $72.2K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.