AWM
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Abound Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Abound Wealth Management’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 		– Sell
-64
Closed -$1.75K – 1408
2026
Q1 		$1.75K Buy
+64
New +$1.77K ﹤0.01% 924

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Abound Wealth Management's CGMS Position: Q2 2026 in Review

Abound Wealth Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 64 shares — an estimated $1.75K sold.

Abound Wealth Management first reported a position in CGMS in Q1 2026 and held it in 1 quarter. The position peaked at $1.75K in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Abound Wealth Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 64 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.75K.
  • Abound Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $1.75K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.