Patriot Financial Group Insurance Agency’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q3	–	Sell
2025 Q2	$2.97M	Buy
2025 Q1	$2.88M	Buy
2024 Q4	$2.52M	Buy
2024 Q3	$1.37M	Buy
2024 Q2	$930K	Buy
2024 Q1	$600K	Buy