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

Todd Wealth Management, LLC’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 		$240K Hold
8,788
– – 0.18% 96
2026
Q1 		$239K Buy
+8,788
New +$243K 0.22% 89

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Todd Wealth Management, LLC's CGMS Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 8,788 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #96.

Todd Wealth Management, LLC 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.

  • Todd Wealth Management, LLC held 8,788 shares of Capital Group US Multi-Sector Income ETF worth $240K as of Q2 2026.
  • Todd Wealth Management, LLC left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.18% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #96 holding.
  • Todd Wealth Management, LLC 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 Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.