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

Entruity 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
Q1 		$10.8M Buy
395,401
+56,033
+17% +$1.55M 7.31% 3
2025
Q4 		$9.37M Buy
339,368
+141,556
+72% +$3.92M 6.68% 5
2025
Q3 		$5.49M Buy
197,812
+13,162
+7% +$365K 4.26% 8
2025
Q2 		$5.1M Buy
184,650
+18,943
+11% +$513K 4.34% 8
2025
Q1 		$4.52M Buy
165,707
+11,947
+8% +$328K 4.26% 9
2024
Q4 		$4.19M Buy
+153,760
New +$4.23M 4.16% 9

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Entruity Wealth's CGMS Position: Q1 2026 in Review

Entruity Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 17% in Q1 2026, buying an estimated $1.55M and bringing the position to 395,401 shares worth $10.8M. The position accounts for 7.31% of the portfolio, ranked #3.

Entruity Wealth first reported a position in CGMS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Entruity Wealth held 395,401 shares of Capital Group US Multi-Sector Income ETF worth $10.8M as of Q1 2026.
  • Entruity Wealth bought 56,033 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $1.55M.
  • Capital Group US Multi-Sector Income ETF made up 7.31% of Entruity Wealth's portfolio in Q1 2026, its #3 holding.
  • Entruity Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.