Carson Wealth (CWM LLC)
CGMS icon

Carson Wealth (CWM LLC)’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$30.8M Buy
1,130,597
+175,837
+18% +$4.85M 0.08% 233
2025
Q4 		$26.4M Buy
954,760
+28,066
+3% +$778K 0.07% 240
2025
Q3 		$25.7M Sell
926,694
-2,591
-0.3% -$71.8K 0.08% 218
2025
Q2 		$25.7M Buy
929,285
+757,795
+442% +$20.5M 0.09% 193
2025
Q1 		$4.68M Buy
171,490
+130,953
+323% +$3.59M 0.02% 546
2024
Q4 		$1.11M Buy
40,537
+33,632
+487% +$926K ﹤0.01% 1026
2024
Q3 		$192K Buy
+6,905
New +$190K ﹤0.01% 1777

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 18% in Q1 2026, buying an estimated $4.85M and bringing the position to 1,130,597 shares worth $30.8M. The position accounts for 0.08% of the portfolio, ranked #233.

Carson Wealth (CWM LLC) first reported a position in CGMS in Q3 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,130,597 shares of Capital Group US Multi-Sector Income ETF worth $30.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 175,837 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $4.85M.
  • Capital Group US Multi-Sector Income ETF made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #233 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 332 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.