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

Apollon 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	$1.26M	Sell	46,215 -2,700	-6%	-$74.2K	0.02%	647
2026 Q1	$1.33M	Sell	48,915 -5,429	-10%	-$150K	0.02%	496
2025 Q4	$1.5M	Buy	54,344 +439	+0.8%	+$12.2K	0.03%	443
2025 Q3	$1.5M	Sell	53,905 -1,519	-3%	-$42.1K	0.03%	455
2025 Q2	$1.53M	Sell	55,424 -3,850	-6%	-$104K	0.03%	423
2025 Q1	$1.62M	Sell	59,274 -3,391	-5%	-$93.1K	0.04%	379
2024 Q4	$1.71M	Buy	62,665 +15,663	+33%	+$431K	0.04%	372
2024 Q3	$1.31M	Buy	47,002 +31,988	+213%	+$880K	0.04%	408
2024 Q2	$404K	Buy	+15,014	New	+$404K	0.01%	759

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Apollon Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.5% in Q2 2026, selling an estimated $74.2K and leaving 46,215 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #647.

Apollon Wealth Management first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2024. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Apollon Wealth Management held 46,215 shares of Capital Group US Multi-Sector Income ETF worth $1.26M as of Q2 2026.
Apollon Wealth Management sold 2,700 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $74.2K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #647 holding.
Apollon Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Apollon Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $1.71M in Q4 2024.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.