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

Diversify 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 		$1.35M Buy
49,595
+17,954
+57% +$494K 0.02% 534
2026
Q1 		$872K Buy
+31,641
New +$873K 0.02% 639

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 22.9% 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

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

Diversify Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 57% in Q2 2026, buying an estimated $494K and bringing the position to 49,595 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #534.

Diversify Wealth Management first reported a position in CGMS in Q1 2026 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Diversify Wealth Management held 49,595 shares of Capital Group US Multi-Sector Income ETF worth $1.35M as of Q2 2026.
  • Diversify Wealth Management bought 17,954 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $494K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Diversify Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.