Souders Financial Advisors’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	$11.3M	Buy	413,626 +32,881	+9%	+$907K	1.29%	23
2025 Q4	$10.5M	Buy	380,745 +16,561	+5%	+$459K	1.2%	25
2025 Q3	$10.1M	Buy	364,184 +31,628	+10%	+$876K	1.2%	25
2025 Q2	$9.19M	Buy	332,556 +21,157	+7%	+$573K	1.17%	25
2025 Q1	$8.5M	Buy	311,399 +32,094	+11%	+$881K	1.19%	25
2024 Q4	$7.62M	Buy	279,305 +33,183	+13%	+$914K	1.06%	26
2024 Q3	$6.85M	Buy	246,122 +29,534	+14%	+$813K	0.95%	28
2024 Q2	$5.83M	Buy	216,588 +5,190	+2%	+$140K	0.88%	33
2024 Q1	$5.72M	Buy	211,398 +18,975	+10%	+$512K	0.9%	31
2023 Q4	$5.19M	Buy	192,423 +17,509	+10%	+$455K	0.89%	33
2023 Q3	$4.46M	Sell	174,914 -455	-0.3%	-$11.8K	0.86%	34
2023 Q2	$4.57M	Buy	175,369 +149,158	+569%	+$3.9M	0.87%	33
2023 Q1	$690K	Buy	+26,211	New	+$687K	0.15%	101