Arkadios Wealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Arkadios Wealth Advisors’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	$751K	Sell	27,479 -13,484	-33%	-$371K	0.01%	920
2026 Q1	$1.12M	Buy	40,963 +20,834	+104%	+$575K	0.02%	743
2025 Q4	$556K	Buy	20,129 +6,825	+51%	+$189K	0.01%	953
2025 Q3	$369K	Buy	13,304 +252	+2%	+$6.98K	0.01%	1076
2025 Q2	$360K	Buy	13,052 +968	+8%	+$26.2K	0.01%	981
2025 Q1	$330K	Buy	12,084 +366	+3%	+$10K	0.01%	871
2024 Q4	$320K	Buy	11,718 +795	+7%	+$21.9K	0.02%	703
2024 Q3	$304K	Buy	+10,923	New	+$301K	0.02%	699

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 22.96% 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

Arkadios Wealth Advisors's CGMS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 33% in Q2 2026, selling an estimated $371K and leaving 27,479 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #920.

Arkadios Wealth Advisors first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Arkadios Wealth Advisors held 27,479 shares of Capital Group US Multi-Sector Income ETF worth $751K as of Q2 2026.
Arkadios Wealth Advisors sold 13,484 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $371K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #920 holding.
Arkadios Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.12M in Q1 2026.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.