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

Act 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	$286K	Buy	+10,476	New	+$288K	0.08%	50

Other funds holding CGMS

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

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

Act Wealth Management opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 10,476 shares worth $286K. The stake represents 0.08% of the portfolio and ranks #50 among its holdings.

99 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Act Wealth Management held 10,476 shares of Capital Group US Multi-Sector Income ETF worth $286K as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Act Wealth Management position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.08% of Act Wealth Management's portfolio in Q2 2026, its #50 holding.
99 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.