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

Gateway Wealth Partners’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	$5.64M	Sell	206,345 -125,595	-38%	-$3.45M	0.34%	76
2026 Q1	$9.04M	Buy	331,940 +275,192	+485%	+$7.59M	0.35%	80
2025 Q4	$1.57M	Buy	56,748 +18,064	+47%	+$501K	0.17%	138
2025 Q3	$1.07M	Buy	38,684 +16,202	+72%	+$449K	0.14%	151
2025 Q2	$621K	Buy	22,482 +7,737	+52%	+$210K	0.12%	177
2025 Q1	$403K	Buy	14,745 +7,329	+99%	+$201K	0.09%	209
2024 Q4	$202K	Buy	+7,416	New	+$204K	0.05%	285

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Gateway Wealth Partners reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 38% in Q2 2026, selling an estimated $3.45M and leaving 206,345 shares worth $5.64M. The position accounts for 0.34% of the portfolio, ranked #76.

Gateway Wealth Partners first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.04M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Gateway Wealth Partners held 206,345 shares of Capital Group US Multi-Sector Income ETF worth $5.64M as of Q2 2026.
Gateway Wealth Partners sold 125,595 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $3.45M.
Capital Group US Multi-Sector Income ETF made up 0.34% of Gateway Wealth Partners's portfolio in Q2 2026, its #76 holding.
Gateway Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Gateway Wealth Partners's Capital Group US Multi-Sector Income ETF position peaked at $9.04M in Q1 2026.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.