Focus Partners Wealth
CGMS icon

Focus Partners Wealth’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Focus Partners Wealth’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 		$1.29M Buy
47,120
+14,246
+43% +$392K ﹤0.01% 1529
2026
Q1 		$895K Sell
32,874
-1,454
-4% -$40.1K ﹤0.01% 1671
2025
Q4 		$948K Sell
34,328
-891
-3% -$24.7K ﹤0.01% 1655
2025
Q3 		$977K Sell
35,219
-800
-2% -$22.2K ﹤0.01% 1298
2025
Q2 		$995K Sell
36,019
-2,380
-6% -$64.5K ﹤0.01% 1143
2025
Q1 		$1.05M Sell
38,399
-1,389
-3% -$38.1K ﹤0.01% 1053
2024
Q4 		$1.09M Sell
39,788
-350
-0.9% -$9.64K ﹤0.01% 1026
2024
Q3 		$1.12M Buy
+40,138
New +$1.1M ﹤0.01% 912

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

Focus Partners Wealth's CGMS Position: Q2 2026 in Review

Focus Partners Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 43% in Q2 2026, buying an estimated $392K and bringing the position to 47,120 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Focus Partners Wealth first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Focus Partners Wealth held 47,120 shares of Capital Group US Multi-Sector Income ETF worth $1.29M as of Q2 2026.
  • Focus Partners Wealth bought 14,246 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $392K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1529 holding.
  • Focus Partners Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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