Avidian Wealth Enterprises’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Avidian Wealth Enterprises’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	$404K	Buy	14,799 +5,673	+62%	+$156K	0.01%	524
2026 Q1	$249K	Buy	+9,126	New	+$252K	0.01%	587
2025 Q1	–	Sell	-142,821	Closed	-$3.9M	–	526
2024 Q4	$3.9M	Buy	142,821 +977	+0.7%	+$26.9K	0.18%	82
2024 Q3	$3.95M	Sell	141,844 -5,985	-4%	-$165K	0.18%	79
2024 Q2	$3.98M	Buy	147,829 +4,372	+3%	+$118K	0.17%	81
2024 Q1	$3.88M	Buy	+143,457	New	+$3.87M	0.19%	73

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

Avidian Wealth Enterprises's CGMS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 62% in Q2 2026, buying an estimated $156K and bringing the position to 14,799 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #524.

Avidian Wealth Enterprises first reported a position in CGMS in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.98M in Q2 2024. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Avidian Wealth Enterprises held 14,799 shares of Capital Group US Multi-Sector Income ETF worth $404K as of Q2 2026.
Avidian Wealth Enterprises bought 5,673 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $156K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #524 holding.
Avidian Wealth Enterprises first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Capital Group US Multi-Sector Income ETF position peaked at $3.98M in Q2 2024.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.