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

Capital A Wealth Management’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
2025
Q2 		– Sell
-834
Closed -$22.8K – 500
2025
Q1 		$22.8K Sell
834
-67
-7% -$1.84K 0.02% 216
2024
Q4 		$24.6K Buy
+901
New +$24.8K 0.04% 214

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Capital A Wealth Management's CGMS Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 834 shares — an estimated $22.8K sold.

Capital A Wealth Management first reported a position in CGMS in Q4 2024 and held it in 2 quarters. The position peaked at $24.6K in Q4 2024. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 834 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $22.8K.
  • Capital A Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $24.6K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.