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

Asset One 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 		$659K Sell
24,125
-2,262
-9% -$62.2K 0.07% 202
2026
Q1 		$730K Sell
26,387
-6,801
-20% -$188K 0.08% 185
2025
Q4 		$918K Buy
+33,188
New +$920K 0.13% 138

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Asset One Wealth Management's CGMS Position: Q2 2026 in Review

Asset One Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 8.6% in Q2 2026, selling an estimated $62.2K and leaving 24,125 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #202.

Asset One Wealth Management first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $918K in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Asset One Wealth Management held 24,125 shares of Capital Group US Multi-Sector Income ETF worth $659K as of Q2 2026.
  • Asset One Wealth Management sold 2,262 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $62.2K.
  • Capital Group US Multi-Sector Income ETF made up 0.07% of Asset One Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Asset One Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $918K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.