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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Sell
25,514
-473
-2% -$13.1K 0.12% 51
2025
Q1
$691K Sell
25,987
-62,826
-71% -$1.67M 0.13% 45
2024
Q4
$2.42M Buy
88,813
+79,893
+896% +$2.18M 0.44% 27
2024
Q3
$248K Buy
+8,920
New +$248K 0.05% 75