DHJJ Financial Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

DHJJ Financial Advisors’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	$1.91K	Hold	70	–	–	﹤0.01%	752
2026 Q1	$1.91K	Hold	70	–	–	﹤0.01%	748
2025 Q4	$1.93K	Hold	70	–	–	﹤0.01%	714
2025 Q3	$1.94K	Hold	70	–	–	﹤0.01%	688
2025 Q2	$1.93K	Hold	70	–	–	﹤0.01%	681
2025 Q1	$1.91K	Hold	70	–	–	﹤0.01%	639
2024 Q4	$1.91K	Buy	+70	New	+$1.93K	﹤0.01%	611

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

DHJJ Financial Advisors's CGMS Position: Q2 2026 in Review

DHJJ Financial Advisors held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 70 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

DHJJ Financial Advisors first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94K in Q3 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

DHJJ Financial Advisors held 70 shares of Capital Group US Multi-Sector Income ETF worth $1.91K as of Q2 2026.
DHJJ Financial Advisors left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #752 holding.
DHJJ Financial Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
DHJJ Financial Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.94K in Q3 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.