Ashton Thomas Securities’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Ashton Thomas Securities’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	$51.9K	Hold	1,900	–	–	0.01%	336
2026 Q1	$51.7K	Hold	1,900	–	–	0.01%	394
2025 Q4	$52.5K	Hold	1,900	–	–	0.01%	277
2025 Q3	$52.7K	Buy	+1,900	New	+$52.7K	0.01%	349
2024 Q4	–	Sell	-1,129	Closed	-$31.4K	–	399
2024 Q3	$31.4K	Buy	+1,129	New	+$31.1K	0.01%	518

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

Ashton Thomas Securities's CGMS Position: Q2 2026 in Review

Ashton Thomas Securities held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 1,900 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #336.

Ashton Thomas Securities first reported a position in CGMS in Q3 2024 and has held it in 5 quarters since. The position peaked at $52.7K in Q3 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Ashton Thomas Securities held 1,900 shares of Capital Group US Multi-Sector Income ETF worth $51.9K as of Q2 2026.
Ashton Thomas Securities left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.01% of Ashton Thomas Securities's portfolio in Q2 2026, its #336 holding.
Ashton Thomas Securities first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 5 quarters since.
Ashton Thomas Securities's Capital Group US Multi-Sector Income ETF position peaked at $52.7K in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.