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

EverSource 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 		$317K Hold
11,615
– – 0.01% 773
2026
Q1 		$316K Hold
11,615
– – 0.01% 822
2025
Q4 		$321K Buy
11,615
+95
+0.8% +$2.63K 0.01% 726
2025
Q3 		$320K Buy
11,520
+236
+2% +$6.54K 0.01% 701
2025
Q2 		$312K Buy
+11,284
New +$306K 0.01% 651

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

EverSource Wealth Advisors held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 11,615 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #773.

EverSource Wealth Advisors first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • EverSource Wealth Advisors held 11,615 shares of Capital Group US Multi-Sector Income ETF worth $317K as of Q2 2026.
  • EverSource Wealth Advisors left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #773 holding.
  • EverSource Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $321K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.