Trademark Financial Management’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
$233K Sell
8,419
-7,878
-48% -$218K 0.14% 82
2025
Q1
$445K Buy
16,297
+2,168
+15% +$59.2K 0.34% 54
2024
Q4
$385K Sell
14,129
-252
-2% -$6.88K 0.31% 63
2024
Q3
$400K Buy
+14,381
New +$400K 0.32% 61