SAM
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Smartleaf Asset Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.7M Buy
424,123
+30,962
+8% +$851K 1.03% 12
2025
Q1
$10.7M Buy
393,161
+207,798
+112% +$5.67M 1.04% 9
2024
Q4
$5.06M Buy
185,363
+33,513
+22% +$915K 0.52% 33
2024
Q3
$4.23M Buy
+151,850
New +$4.23M 0.51% 35