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Cornerstone Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cornerstone Wealth 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 		$269K Sell
9,836
-14,327
-59% -$394K 0.01% 639
2026
Q1 		$658K Buy
24,163
+6,655
+38% +$184K 0.03% 388
2025
Q4 		$484K Buy
17,508
+4,962
+40% +$138K 0.03% 431
2025
Q3 		$348K Buy
12,546
+1,217
+11% +$33.7K 0.02% 496
2025
Q2 		$313K Buy
11,329
+1,063
+10% +$28.8K 0.02% 502
2025
Q1 		$280K Buy
10,266
+1,023
+11% +$28.1K 0.02% 493
2024
Q4 		$252K Buy
9,243
+1,105
+14% +$30.4K 0.02% 503
2024
Q3 		$227K Buy
+8,138
New +$224K 0.02% 520

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

Cornerstone Wealth Management's CGMS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 59% in Q2 2026, selling an estimated $394K and leaving 9,836 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #639.

Cornerstone Wealth Management first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $658K in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Cornerstone Wealth Management held 9,836 shares of Capital Group US Multi-Sector Income ETF worth $269K as of Q2 2026.
  • Cornerstone Wealth Management sold 14,327 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $394K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #639 holding.
  • Cornerstone Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $658K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.