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

BlueStem 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 Q1	$18.9M	Buy	693,961 +23,805	+4%	+$657K	2.1%	15
2025 Q4	$18.5M	Sell	670,156 -167,276	-20%	-$4.64M	2.04%	14
2025 Q3	$23.2M	Buy	837,432 +89,591	+12%	+$2.48M	2.66%	10
2025 Q2	$20.7M	Buy	747,841 +42,691	+6%	+$1.16M	2.54%	10
2025 Q1	$19.3M	Buy	+705,150	New	+$19.4M	2.63%	13

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlueStem Wealth Partners's CGMS Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.6% in Q1 2026, buying an estimated $657K and bringing the position to 693,961 shares worth $18.9M. The position accounts for 2.1% of the portfolio, ranked #15.

BlueStem Wealth Partners first reported a position in CGMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.2M in Q3 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

BlueStem Wealth Partners held 693,961 shares of Capital Group US Multi-Sector Income ETF worth $18.9M as of Q1 2026.
BlueStem Wealth Partners bought 23,805 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $657K.
Capital Group US Multi-Sector Income ETF made up 2.1% of BlueStem Wealth Partners's portfolio in Q1 2026, its #15 holding.
BlueStem Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
BlueStem Wealth Partners's Capital Group US Multi-Sector Income ETF position peaked at $23.2M in Q3 2025.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.