Sigma Planning Corp’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$993K	Buy	36,471 +19,632	+117%	+$542K	0.03%	570
2025 Q4	$465K	Sell	16,839 -112	-0.7%	-$3.1K	0.01%	815
2025 Q3	$470K	Sell	16,951 -2,051	-11%	-$56.8K	0.01%	843
2025 Q2	$525K	Sell	19,002 -371	-2%	-$10.1K	0.02%	761
2025 Q1	$529K	Buy	19,373 +3,637	+23%	+$99.8K	0.02%	714
2024 Q4	$429K	Sell	15,736 -1,605	-9%	-$44.2K	0.01%	794
2024 Q3	$483K	Sell	17,341 -19,685	-53%	-$542K	0.01%	756
2024 Q2	$997K	Sell	37,026 -39,895	-52%	-$1.07M	0.03%	489
2024 Q1	$2.08M	Buy	76,921 +50,346	+189%	+$1.36M	0.07%	307
2023 Q4	$717K	Sell	26,575 -23,098	-47%	-$600K	0.06%	345
2023 Q3	$1.27M	Buy	49,673 +33,194	+201%	+$863K	0.05%	385
2023 Q2	$429K	Buy	+16,479	New	+$431K	0.02%	793