SIS
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Strategic Investment Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Strategic Investment Solutions’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
Q2 		$412K Hold
15,087
– – 0.09% 105
2026
Q1 		$411K Hold
15,087
– – 0.1% 105
2025
Q4 		$417K Buy
15,087
+3,115
+26% +$86.4K 0.1% 97
2025
Q3 		$332K Buy
11,972
+5,500
+85% +$152K 0.09% 113
2025
Q2 		$179K Hold
6,472
– – 0.05% 129
2025
Q1 		$177K Buy
6,472
+3,765
+139% +$103K 0.05% 114
2024
Q4 		$73.8K Buy
2,707
+907
+50% +$25K 0.02% 160
2024
Q3 		$50.1K Buy
+1,800
New +$49.5K 0.02% 198

Other funds holding CGMS

CA
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Wealth Enhancement Advisory Services
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TA
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RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return