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Boyer Financial Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Boyer Financial Services’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 		$2.93M Sell
106,902
-24,123
-18% -$663K 2.47% 12
2026
Q1 		$3.57M Sell
131,025
-2,024
-2% -$55.9K 3.78% 10
2025
Q4 		$3.68M Buy
+133,049
New +$3.69M 3.9% 11

Other funds holding CGMS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

Boyer Financial Services's CGMS Position: Q2 2026 in Review

Boyer Financial Services reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 18% in Q2 2026, selling an estimated $663K and leaving 106,902 shares worth $2.93M. The position accounts for 2.47% of the portfolio, ranked #12.

Boyer Financial Services first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.68M in Q4 2025. 218 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Boyer Financial Services held 106,902 shares of Capital Group US Multi-Sector Income ETF worth $2.93M as of Q2 2026.
  • Boyer Financial Services sold 24,123 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $663K.
  • Capital Group US Multi-Sector Income ETF made up 2.47% of Boyer Financial Services's portfolio in Q2 2026, its #12 holding.
  • Boyer Financial Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Boyer Financial Services's Capital Group US Multi-Sector Income ETF position peaked at $3.68M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.