PFS
CGMS icon

Prospera Financial Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Prospera Financial Services’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
2026
Q2 		$17.1M Buy
627,005
+17,679
+3% +$486K 0.25% 85
2026
Q1 		$16.6M Buy
609,326
+77,450
+15% +$2.14M 0.27% 78
2025
Q4 		$14.7M Sell
531,876
-10,854
-2% -$301K 0.24% 89
2025
Q3 		$15.1M Buy
542,730
+17,074
+3% +$473K 0.26% 83
2025
Q2 		$14.5M Sell
525,656
-3,532
-0.7% -$95.7K 0.27% 80
2025
Q1 		$14.4M Buy
529,188
+28,168
+6% +$773K 0.33% 69
2024
Q4 		$13.7M Buy
501,020
+146,078
+41% +$4.02M 0.32% 70
2024
Q3 		$9.88M Buy
354,942
+199,168
+128% +$5.48M 0.25% 85
2024
Q2 		$4.19M Buy
155,774
+8,527
+6% +$229K 0.12% 194
2024
Q1 		$3.98M Buy
147,247
+2,008
+1% +$54.1K 0.12% 188
2023
Q4 		$3.92M Buy
+145,239
New +$3.77M 0.13% 180

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CA
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TA
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RWA
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KW
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CWA
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TF
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SCFS
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return