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Balboa Wealth Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Balboa Wealth Partners’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 		$923K Buy
33,789
+4,498
+15% +$124K 0.13% 137
2026
Q1 		$798K Buy
+29,291
New +$808K 0.13% 130
2025
Q3 		– Sell
-12,024
Closed -$332K – 416
2025
Q2 		$332K Buy
12,024
+2,172
+22% +$58.9K 0.07% 230
2025
Q1 		$269K Buy
+9,852
New +$270K 0.06% 214
2024
Q3 		– Sell
-10,454
Closed -$281K – 343
2024
Q2 		$281K Sell
10,454
-848
-8% -$22.8K 0.07% 202
2024
Q1 		$306K Buy
+11,302
New +$305K 0.09% 163

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Balboa Wealth Partners's CGMS Position: Q2 2026 in Review

Balboa Wealth Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 33,789 shares worth $923K. The position accounts for 0.13% of the portfolio, ranked #137.

Balboa Wealth Partners first reported a position in CGMS in Q1 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Balboa Wealth Partners held 33,789 shares of Capital Group US Multi-Sector Income ETF worth $923K as of Q2 2026.
  • Balboa Wealth Partners bought 4,498 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $124K.
  • Capital Group US Multi-Sector Income ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Balboa Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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