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

EP Wealth Advisors’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	$186K	Buy	+6,800	New	+$187K	﹤0.01%	1529

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

EP Wealth Advisors's CGMS Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 6,800 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings.

359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

EP Wealth Advisors held 6,800 shares of Capital Group US Multi-Sector Income ETF worth $186K as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new EP Wealth Advisors position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1529 holding.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.