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

Capital Planning’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 		$592K Buy
21,662
+6,148
+40% +$169K 0.17% 51
2026
Q1 		$422K Buy
15,514
+5,840
+60% +$161K 0.14% 55
2025
Q4 		$267K Buy
+9,674
New +$268K 0.07% 77
2025
Q2 		– Sell
-120,527
Closed -$3.29M – 82
2025
Q1 		$3.29M Buy
120,527
+7,691
+7% +$211K 0.92% 30
2024
Q4 		$3.08M Buy
+112,836
New +$3.11M 0.81% 30
2024
Q3 		– Sell
-25,761
Closed -$693K – 88
2024
Q2 		$693K Buy
25,761
+716
+3% +$19.3K 0.21% 48
2024
Q1 		$680K Buy
25,045
+1,909
+8% +$51.5K 0.22% 49
2023
Q4 		$628K Buy
23,136
+628
+3% +$16.3K 0.22% 51
2023
Q3 		$575K Sell
22,508
-830
-4% -$21.6K 0.23% 52
2023
Q2 		$611K Sell
23,338
-2,026
-8% -$53K 0.24% 49
2023
Q1 		$672K Buy
25,364
+2,568
+11% +$67.3K 0.28% 49
2022
Q4 		$589K Buy
+22,796
New +$589K 0.26% 52

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
EWA
EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Capital Planning's CGMS Position: Q2 2026 in Review

Capital Planning increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 40% in Q2 2026, buying an estimated $169K and bringing the position to 21,662 shares worth $592K. The position accounts for 0.17% of the portfolio, ranked #51.

Capital Planning first reported a position in CGMS in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.29M in Q1 2025. 114 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Capital Planning held 21,662 shares of Capital Group US Multi-Sector Income ETF worth $592K as of Q2 2026.
  • Capital Planning bought 6,148 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $169K.
  • Capital Group US Multi-Sector Income ETF made up 0.17% of Capital Planning's portfolio in Q2 2026, its #51 holding.
  • Capital Planning first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 12 quarters since.
  • Capital Planning's Capital Group US Multi-Sector Income ETF position peaked at $3.29M in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.