Strategic Family Wealth Counselors’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	$5.06M	Buy	183,258 +27,205	+17%	+$751K	1.44%	23
2025 Q1	$4.26M	Sell	156,053 -3,357	-2%	-$91.6K	1.39%	26
2024 Q4	$4.35M	Buy	159,410 +133,177	+508%	+$3.63M	1.42%	26
2024 Q3	$730K	Buy	26,233 +5,339	+26%	+$149K	0.26%	62
2024 Q2	$562K	Buy	+20,894	New	+$562K	0.21%	67