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Action Point Financial Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Action Point Financial Planning’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 		$5.85K Buy
+214
New +$5.88K ﹤0.01% 1733

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Action Point Financial Planning's CGMS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 214 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #1733 among its holdings.

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

  • Action Point Financial Planning held 214 shares of Capital Group US Multi-Sector Income ETF worth $5.85K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1733 holding.
  • 357 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.