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Financial Life Planners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Financial Life Planners’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 		– Sell
-134
Closed -$3.65K – 351
2026
Q1 		$3.65K Buy
+134
New +$3.7K ﹤0.01% 286

Other funds holding CGMS

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Financial Life Planners's CGMS Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 134 shares — an estimated $3.65K sold.

Financial Life Planners first reported a position in CGMS in Q1 2026 and held it in 1 quarter. The position peaked at $3.65K in Q1 2026. 171 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 134 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $3.65K.
  • Financial Life Planners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group US Multi-Sector Income ETF position peaked at $3.65K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.