Stifel Financial
CGMS icon

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
2026
Q1 		$51.9M Buy
1,904,613
+512,955
+37% +$14.2M 0.05% 351
2025
Q4 		$38.4M Buy
1,391,658
+205,682
+17% +$5.7M 0.03% 422
2025
Q3 		$32.9M Sell
1,185,976
-54,797
-4% -$1.52M 0.03% 467
2025
Q2 		$34.3M Buy
1,240,773
+249,886
+25% +$6.77M 0.03% 425
2025
Q1 		$27.1M Buy
990,887
+494,339
+100% +$13.6M 0.03% 467
2024
Q4 		$13.5M Sell
496,548
-1,264
-0.3% -$34.8K 0.01% 735
2024
Q3 		$13.9M Buy
497,812
+407,858
+453% +$11.2M 0.01% 734
2024
Q2 		$2.42M Buy
89,954
+12,800
+17% +$344K ﹤0.01% 1594
2024
Q1 		$2.09M Buy
77,154
+26,761
+53% +$721K ﹤0.01% 1691
2023
Q4 		$1.36M Buy
50,393
+8,465
+20% +$220K ﹤0.01% 1942
2023
Q3 		$1.07M Buy
41,928
+27,466
+190% +$714K ﹤0.01% 2006
2023
Q2 		$377K Buy
+14,462
New +$378K ﹤0.01% 2697

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