Steward Partners Investment Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
20,444
+1,473
| +8% | +$40.7K | ﹤0.01% | 1242 |
|
|
2025
Q1 | $518K | Buy |
18,971
+1,883
| +11% | +$51.4K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $466K | Buy |
17,088
+10,652
| +166% | +$291K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $179K | Buy |
6,436
+2,835
| +79% | +$78.9K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $96.9K | Buy |
3,601
+2,058
| +133% | +$55.4K | ﹤0.01% | 1798 |
|
|
2024
Q1 | $41.7K | Buy |
1,543
+434
| +39% | +$11.7K | ﹤0.01% | 2200 |
|
|
2023
Q4 | $29.9K | Buy |
+1,109
| New | +$29.9K | ﹤0.01% | 2206 |
|