Stifel Financial
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Stifel Financial’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Stifel Financial’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 		$32.9M Sell
2025
Q2 		$34.3M Buy
2025
Q1 		$27.1M Buy
2024
Q4 		$13.5M Sell
2024
Q3 		$13.9M Buy
2024
Q2 		$2.42M Buy
2024
Q1 		$2.09M Buy
2023
Q4 		$1.36M Buy
2023
Q3 		$1.07M Buy
2023
Q2 		$377K Buy