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Forthright Family Wealth Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Forthright Family Wealth Advisory’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 		$3.16M Buy
+115,558
New +$3.18M 1.79% 18
2026
Q1 		– Sell
-113,568
Closed -$3.14M – 67
2025
Q4 		$3.14M Buy
113,568
+4,147
+4% +$115K 1.97% 17
2025
Q3 		$3.04M Sell
109,421
-4,780
-4% -$132K 1.87% 19
2025
Q2 		$3.15M Sell
114,201
-1,668
-1% -$45.2K 2% 13
2025
Q1 		$3.16M Buy
115,869
+1,284
+1% +$35.2K 2.09% 13
2024
Q4 		$3.13M Buy
114,585
+29,401
+35% +$810K 2.03% 13
2024
Q3 		$2.36M Buy
+85,184
New +$2.34M 1.52% 19

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

Forthright Family Wealth Advisory's CGMS Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 115,558 shares worth $3.16M. The stake represents 1.79% of the portfolio and ranks #18 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in CGMS as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in CGMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q1 2025. 172 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Forthright Family Wealth Advisory held 115,558 shares of Capital Group US Multi-Sector Income ETF worth $3.16M as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 1.79% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #18 holding.
  • Forthright Family Wealth Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Forthright Family Wealth Advisory's Capital Group US Multi-Sector Income ETF position peaked at $3.16M in Q1 2025.
  • 172 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.