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

Gutierrez 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	$600K	Buy	21,960 +221	+1%	+$6.08K	0.35%	35
2026 Q1	$592K	Buy	21,739 +2,687	+14%	+$74.2K	0.37%	34
2025 Q4	$526K	Buy	19,052 +8,624	+83%	+$239K	0.33%	35
2025 Q3	$289K	Buy	+10,428	New	+$289K	0.19%	52

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

Gutierrez Wealth Advisory's CGMS Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1% in Q2 2026, buying an estimated $6.08K and bringing the position to 21,960 shares worth $600K. The position accounts for 0.35% of the portfolio, ranked #35.

Gutierrez Wealth Advisory first reported a position in CGMS in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Gutierrez Wealth Advisory held 21,960 shares of Capital Group US Multi-Sector Income ETF worth $600K as of Q2 2026.
Gutierrez Wealth Advisory bought 221 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.08K.
Capital Group US Multi-Sector Income ETF made up 0.35% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #35 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and has held it in 4 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.