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

Element Wealth’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	$1.59M	Buy	58,326 +1,248	+2%	+$34.3K	0.6%	44
2026 Q1	$1.55M	Buy	57,078 +927	+2%	+$25.6K	0.64%	41
2025 Q4	$1.55M	Buy	56,151 +1,493	+3%	+$41.4K	0.64%	39
2025 Q3	$1.52M	Buy	54,658 +4,636	+9%	+$128K	0.66%	37
2025 Q2	$1.38M	Buy	50,022 +7,791	+18%	+$211K	0.64%	39
2025 Q1	$1.15M	Buy	42,231 +11,029	+35%	+$303K	0.62%	39
2024 Q4	$851K	Buy	+31,202	New	+$859K	0.45%	49

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 22.96% 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

Element Wealth's CGMS Position: Q2 2026 in Review

Element Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.2% in Q2 2026, buying an estimated $34.3K and bringing the position to 58,326 shares worth $1.59M. The position accounts for 0.6% of the portfolio, ranked #44.

Element Wealth first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Element Wealth held 58,326 shares of Capital Group US Multi-Sector Income ETF worth $1.59M as of Q2 2026.
Element Wealth bought 1,248 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $34.3K.
Capital Group US Multi-Sector Income ETF made up 0.6% of Element Wealth's portfolio in Q2 2026, its #44 holding.
Element Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.