Bridgewealth Advisory Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bridgewealth Advisory Group’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	$559K	Sell	20,469 -50	-0.2%	-$1.37K	0.11%	78
2026 Q1	$559K	Buy	20,519 +4,033	+24%	+$111K	0.12%	75
2025 Q4	$455K	Buy	16,486 +445	+3%	+$12.3K	0.1%	80
2025 Q3	$445K	Sell	16,041 -966	-6%	-$26.8K	0.1%	72
2025 Q2	$470K	Buy	+17,007	New	+$461K	0.12%	69

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

Bridgewealth Advisory Group's CGMS Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.24% in Q2 2026, selling an estimated $1.37K and leaving 20,469 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #78.

Bridgewealth Advisory Group first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Bridgewealth Advisory Group held 20,469 shares of Capital Group US Multi-Sector Income ETF worth $559K as of Q2 2026.
Bridgewealth Advisory Group sold 50 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.37K.
Capital Group US Multi-Sector Income ETF made up 0.11% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #78 holding.
Bridgewealth Advisory Group first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.