Centennial Wealth Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Centennial Wealth Advisory’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	$13.1M	Buy	478,468 +24,712	+5%	+$679K	2.82%	10
2026 Q1	$12.4M	Buy	453,756 +226,312	+100%	+$6.25M	2.99%	10
2025 Q4	$6.28M	Buy	227,444 +3,179	+1%	+$88.1K	1.66%	14
2025 Q3	$6.22M	Buy	224,265 +78,204	+54%	+$2.17M	1.73%	14
2025 Q2	$4.03M	Buy	146,061 +86,654	+146%	+$2.35M	1.28%	15
2025 Q1	$1.62M	Buy	59,407 +22,523	+61%	+$618K	0.59%	25
2024 Q4	$1.01M	Buy	36,884 +25,383	+221%	+$699K	0.39%	32
2024 Q3	$320K	Buy	+11,501	New	+$316K	0.12%	111

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

Centennial Wealth Advisory's CGMS Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.4% in Q2 2026, buying an estimated $679K and bringing the position to 478,468 shares worth $13.1M. The position accounts for 2.82% of the portfolio, ranked #10.

Centennial Wealth Advisory 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.

Centennial Wealth Advisory held 478,468 shares of Capital Group US Multi-Sector Income ETF worth $13.1M as of Q2 2026.
Centennial Wealth Advisory bought 24,712 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $679K.
Capital Group US Multi-Sector Income ETF made up 2.82% of Centennial Wealth Advisory's portfolio in Q2 2026, its #10 holding.
Centennial Wealth Advisory 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 Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.