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Cassady Wealth & Retirement Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cassady Wealth & Retirement 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 		$2.68M Buy
97,908
+15,457
+19% +$425K 1.24% 34
2026
Q1 		$2.26M Buy
82,451
+32,733
+66% +$903K 1.17% 33
2025
Q4 		$1.37M Buy
+49,718
New +$1.38M 0.9% 38

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cassady Wealth & Retirement Planning's CGMS Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q2 2026, buying an estimated $425K and bringing the position to 97,908 shares worth $2.68M. The position accounts for 1.24% of the portfolio, ranked #34.

Cassady Wealth & Retirement Planning first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 97,908 shares of Capital Group US Multi-Sector Income ETF worth $2.68M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 15,457 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $425K.
  • Capital Group US Multi-Sector Income ETF made up 1.24% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #34 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.