FHC
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First Heartland Consultants’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

First Heartland Consultants’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 		$251K Buy
9,171
+747
+9% +$20.5K 0.02% 525
2026
Q1 		$229K Buy
+8,424
New +$232K 0.02% 480

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
EWA
EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

First Heartland Consultants's CGMS Position: Q2 2026 in Review

First Heartland Consultants increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 8.9% in Q2 2026, buying an estimated $20.5K and bringing the position to 9,171 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #525.

First Heartland Consultants first reported a position in CGMS in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • First Heartland Consultants held 9,171 shares of Capital Group US Multi-Sector Income ETF worth $251K as of Q2 2026.
  • First Heartland Consultants bought 747 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $20.5K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #525 holding.
  • First Heartland Consultants first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.