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

EQ 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	$18.6M	Buy	679,303 +40,913	+6%	+$1.12M	10.2%	2
2026 Q1	$17.4M	Buy	638,390 +43,972	+7%	+$1.21M	10.16%	2
2025 Q4	$16.4M	Buy	594,418 +71,421	+14%	+$1.98M	9.69%	1
2025 Q3	$14.5M	Buy	522,997 +39,319	+8%	+$1.09M	9.54%	1
2025 Q2	$13.4M	Buy	483,678 +58,882	+14%	+$1.6M	9.1%	1
2025 Q1	$11.6M	Buy	424,796 +40,737	+11%	+$1.12M	9.24%	2
2024 Q4	$10.5M	Buy	+384,059	New	+$10.6M	10.07%	2

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

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

EQ Wealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.4% in Q2 2026, buying an estimated $1.12M and bringing the position to 679,303 shares worth $18.6M. The position accounts for 10.2% of the portfolio, ranked #2.

EQ Wealth Advisors 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.

EQ Wealth Advisors held 679,303 shares of Capital Group US Multi-Sector Income ETF worth $18.6M as of Q2 2026.
EQ Wealth Advisors bought 40,913 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.12M.
Capital Group US Multi-Sector Income ETF made up 10.2% of EQ Wealth Advisors's portfolio in Q2 2026, its #2 holding.
EQ Wealth Advisors 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 EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.