BFC Planning, Inc.’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

BFC Planning, Inc.’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	$588K	Buy	21,520 +663	+3%	+$18.2K	0.02%	553
2026 Q1	$568K	Buy	20,857 +2,238	+12%	+$61.8K	0.03%	527
2025 Q4	$514K	Buy	18,619 +11,111	+148%	+$308K	0.02%	540
2025 Q3	$208K	Buy	7,508 +758	+11%	+$21K	0.02%	653
2025 Q2	$186K	Sell	6,750 -1,157	-15%	-$31.4K	0.01%	662
2025 Q1	$216K	Buy	7,907 +368	+5%	+$10.1K	0.02%	582
2024 Q4	$206K	Buy	+7,539	New	+$208K	0.02%	602

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s CGMS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.2% in Q2 2026, buying an estimated $18.2K and bringing the position to 21,520 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #553.

BFC Planning, Inc. first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

BFC Planning, Inc. held 21,520 shares of Capital Group US Multi-Sector Income ETF worth $588K as of Q2 2026.
BFC Planning, Inc. bought 663 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $18.2K.
Capital Group US Multi-Sector Income ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #553 holding.
BFC Planning, Inc. first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.