Clear Creek Financial Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Clear Creek Financial 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
2026 Q2	$349K	Buy	12,755 +134	+1%	+$3.68K	0.02%	489
2026 Q1	$344K	Buy	12,621 +1,018	+9%	+$28.1K	0.03%	477
2025 Q4	$320K	Sell	11,603 -745	-6%	-$20.7K	0.03%	478
2025 Q3	$343K	Sell	12,348 -774	-6%	-$21.4K	0.03%	447
2025 Q2	$362K	Sell	13,122 -100	-0.8%	-$2.71K	0.03%	406
2025 Q1	$361K	Buy	13,222 +3,064	+30%	+$84.1K	0.04%	367
2024 Q4	$277K	Buy	10,158 +124	+1%	+$3.42K	0.03%	386
2024 Q3	$279K	Buy	10,034 +138	+1%	+$3.8K	0.03%	362
2024 Q2	$266K	Buy	9,896 +1,191	+14%	+$32K	0.03%	355
2024 Q1	$235K	Buy	+8,705	New	+$235K	0.03%	376

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 22.9% 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

Clear Creek Financial Management's CGMS Position: Q2 2026 in Review

Clear Creek Financial Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.1% in Q2 2026, buying an estimated $3.68K and bringing the position to 12,755 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #489.

Clear Creek Financial Management first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $362K in Q2 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Clear Creek Financial Management held 12,755 shares of Capital Group US Multi-Sector Income ETF worth $349K as of Q2 2026.
Clear Creek Financial Management bought 134 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $3.68K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #489 holding.
Clear Creek Financial Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
Clear Creek Financial Management's Capital Group US Multi-Sector Income ETF position peaked at $362K in Q2 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.