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

Endeavor Private 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	$2M	Buy	73,348 +3,384	+5%	+$93K	0.49%	59
2026 Q1	$1.91M	Buy	69,964 +1,643	+2%	+$45.3K	0.55%	57
2025 Q4	$1.89M	Buy	68,321 +4,813	+8%	+$133K	0.54%	54
2025 Q3	$1.76M	Buy	63,508 +6,868	+12%	+$190K	0.54%	52
2025 Q2	$1.56M	Buy	56,640 +13,519	+31%	+$366K	0.74%	42
2025 Q1	$1.18M	Buy	43,121 +8,520	+25%	+$234K	0.64%	45
2024 Q4	$944K	Buy	+34,601	New	+$953K	0.9%	33

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

Endeavor Private Wealth's CGMS Position: Q2 2026 in Review

Endeavor Private Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.8% in Q2 2026, buying an estimated $93K and bringing the position to 73,348 shares worth $2M. The position accounts for 0.49% of the portfolio, ranked #59.

Endeavor Private Wealth first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Endeavor Private Wealth held 73,348 shares of Capital Group US Multi-Sector Income ETF worth $2M as of Q2 2026.
Endeavor Private Wealth bought 3,384 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $93K.
Capital Group US Multi-Sector Income ETF made up 0.49% of Endeavor Private Wealth's portfolio in Q2 2026, its #59 holding.
Endeavor Private Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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