SFC
CGMS icon

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

Swisher Financial Concepts’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 		$7.56M Buy
277,457
+29,715
+12% +$820K 4.23% 9
2025
Q4 		$6.84M Buy
247,742
+12,925
+6% +$358K 3.88% 9
2025
Q3 		$6.52M Buy
234,817
+13,944
+6% +$386K 3.91% 11
2025
Q2 		$6.1M Sell
220,873
-5,873
-3% -$159K 3.94% 8
2025
Q1 		$6.19M Buy
226,746
+128,929
+132% +$3.54M 5.12% 5
2024
Q4 		$2.67M Sell
97,817
-59,144
-38% -$1.63M 3.14% 12
2024
Q3 		$4.36M Buy
156,961
+17,920
+13% +$493K 2.75% 13
2024
Q2 		$3.75M Buy
139,041
+7,536
+6% +$203K 3.8% 10
2024
Q1 		$3.52M Buy
131,505
+41,987
+47% +$1.13M 3.06% 13
2023
Q4 		$2.41M Buy
+89,518
New +$2.32M 2.32% 15

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return