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Daymark Wealth Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Daymark Wealth Partners’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 		$876K Buy
32,039
+410
+1% +$11.3K 0.02% 361
2026
Q1 		$861K Buy
31,629
+349
+1% +$9.63K 0.03% 320
2025
Q4 		$864K Buy
31,280
+479
+2% +$13.3K 0.03% 305
2025
Q3 		$855K Buy
30,801
+2,534
+9% +$70.2K 0.03% 298
2025
Q2 		$781K Sell
28,267
-588
-2% -$15.9K 0.03% 292
2025
Q1 		$788K Buy
28,855
+1,901
+7% +$52.2K 0.03% 276
2024
Q4 		$735K Buy
26,954
+3,835
+17% +$106K 0.03% 274
2024
Q3 		$644K Buy
23,119
+14,432
+166% +$397K 0.03% 301
2024
Q2 		$234K Buy
+8,687
New +$234K 0.01% 455

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

Daymark Wealth Partners's CGMS Position: Q2 2026 in Review

Daymark Wealth Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 32,039 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #361.

Daymark Wealth Partners first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Daymark Wealth Partners held 32,039 shares of Capital Group US Multi-Sector Income ETF worth $876K as of Q2 2026.
  • Daymark Wealth Partners bought 410 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $11.3K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • Daymark Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.