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 Q2	$17.4M	Buy	637,736 +242,335	+61%	+$6.66M	11.28%	2
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 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

Entruity Wealth's CGMS Position: Q2 2026 in Review

Entruity Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 61% in Q2 2026, buying an estimated $6.66M and bringing the position to 637,736 shares worth $17.4M. The position accounts for 11.28% of the portfolio, ranked #2.

Entruity 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.

Entruity Wealth held 637,736 shares of Capital Group US Multi-Sector Income ETF worth $17.4M as of Q2 2026.
Entruity Wealth bought 242,335 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.66M.
Capital Group US Multi-Sector Income ETF made up 11.28% of Entruity Wealth's portfolio in Q2 2026, its #2 holding.
Entruity 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 Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.