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Beverly Hills Private Wealth’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-8,222
Closed -$224K – 282
2026
Q1 		$224K Buy
+8,222
New +$227K 0.04% 313

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Beverly Hills Private Wealth's CGMS Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 8,222 shares — an estimated $224K sold.

Beverly Hills Private Wealth first reported a position in CGMS in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 8,222 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $224K.
  • Beverly Hills Private Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Capital Group US Multi-Sector Income ETF position peaked at $224K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.