Ownership history in Winch Advisory Services, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in CAPITAL GROUP CORE PLUS US MULTI SECTOR INCOME ETF (CGMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 772,082 | +20,974 | +2.8% | 4.72% | $21.3M | $27.40 |
| 2025 Q3 | ADDED | 751,108 | +9,672 | +1.3% | 4.69% | $20.8M | $27.07 |
| 2025 Q2 | ADDED | 741,436 | +8,542 | +1.2% | 5.00% | $20.5M | $26.51 |
| 2025 Q1 | ADDED | 732,894 | +13,651 | +1.9% | 5.29% | $20.0M | $25.84 |
| 2024 Q4 | ADDED | 719,243 | +145,538 | +25.4% | 5.10% | $19.6M | $25.48 |
| 2024 Q3 | ADDED | 573,705 | +6,449 | +1.1% | 4.42% | $16.0M | $25.59 |
| 2024 Q2 | ADDED | 567,256 | +14,751 | +2.7% | 4.37% | $15.3M | $24.39 |
| 2024 Q1 | ADDED | 552,505 | +267,257 | +93.7% | 4.56% | $14.9M | $24.15 |
| 2023 Q4 | ADDED | 285,248 | +281,751 | +8056.9% | 2.55% | $7.7M | $23.76 |
| 2023 Q3 | INITIATED | 3,497 | — | — | 0.03% | $89K | — |
As of 2025 Q4 — sorted by position size