Steward Partners Investment Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	$695K	Buy
2025 Q2	$565K	Buy
2025 Q1	$518K	Buy
2024 Q4	$466K	Buy
2024 Q3	$179K	Buy
2024 Q2	$96.9K	Buy
2024 Q1	$41.7K	Buy
2023 Q4	$29.9K	Buy