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Fulcrum Equity Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Fulcrum Equity Management’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
2025
Q2 		– Sell
-11,877
Closed -$324K – 105
2025
Q1 		$324K Sell
11,877
-1,860
-14% -$51K 0.35% 61
2024
Q4 		$375K Buy
+13,737
New +$378K 0.37% 72

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Cetera Investment Advisers
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Commonwealth Equity Services
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UBS Group
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GVAG
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CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Fulcrum Equity Management's CGMS Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 11,877 shares — an estimated $324K sold.

Fulcrum Equity Management first reported a position in CGMS in Q4 2024 and held it in 2 quarters. The position peaked at $375K in Q4 2024. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Fulcrum Equity Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 11,877 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $324K.
  • Fulcrum Equity Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 2 quarters.
  • Fulcrum Equity Management's Capital Group US Multi-Sector Income ETF position peaked at $375K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.