Wealth Enhancement Advisory Services’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 | $50.4M | Buy |
1,825,546
+7,301
| +0.4% | +$202K | 0.08% | 225 |
|
2025
Q1 | $49.6M | Buy |
1,818,245
+219,940
| +14% | +$6M | 0.09% | 205 |
|
2024
Q4 | $43.6M | Buy |
1,598,305
+304,612
| +24% | +$8.31M | 0.08% | 223 |
|
2024
Q3 | $36M | Buy |
1,293,693
+479,500
| +59% | +$13.3M | 0.08% | 243 |
|
2024
Q2 | $21.9M | Buy |
814,193
+220,546
| +37% | +$5.94M | 0.05% | 312 |
|
2024
Q1 | $16.1M | Buy |
593,647
+479,935
| +422% | +$13M | 0.04% | 365 |
|
2023
Q4 | $3.07M | Buy |
113,712
+76,937
| +209% | +$2.08M | 0.01% | 762 |
|
2023
Q3 | $939K | Buy |
+36,775
| New | +$939K | ﹤0.01% | 1129 |
|