Cannon Wealth Management Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cannon Wealth Management 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	$1.35M	Buy	49,250 +2,893	+6%	+$79.5K	0.74%	32
2026 Q1	$1.26M	Buy	46,357 +14,844	+47%	+$410K	0.85%	29
2025 Q4	$870K	Buy	31,513 +2,226	+8%	+$61.7K	0.61%	34
2025 Q3	$813K	Sell	29,287 -5,970	-17%	-$165K	0.62%	30
2025 Q2	$974K	Sell	35,257 -1,095	-3%	-$29.7K	0.8%	26
2025 Q1	$981K	Buy	36,352 +3,246	+10%	+$89.1K	0.88%	23
2024 Q4	$907K	Sell	33,106 -7,773	-19%	-$214K	0.78%	27
2024 Q3	$1.14M	Buy	+40,879	New	+$1.12M	1.04%	22

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

Cannon Wealth Management Services's CGMS Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.2% in Q2 2026, buying an estimated $79.5K and bringing the position to 49,250 shares worth $1.35M. The position accounts for 0.74% of the portfolio, ranked #32.

Cannon Wealth Management Services first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Cannon Wealth Management Services held 49,250 shares of Capital Group US Multi-Sector Income ETF worth $1.35M as of Q2 2026.
Cannon Wealth Management Services bought 2,893 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $79.5K.
Capital Group US Multi-Sector Income ETF made up 0.74% of Cannon Wealth Management Services's portfolio in Q2 2026, its #32 holding.
Cannon Wealth Management Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.