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Hartmann Taylor Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Hartmann Taylor Wealth 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
2026
Q1 		$3.17M Buy
116,265
+4,000
+4% +$110K 2.09% 12
2025
Q4 		$3.1M Buy
112,265
+4,894
+5% +$136K 2.09% 13
2025
Q3 		$2.98M Buy
107,371
+18,078
+20% +$501K 2.14% 13
2025
Q2 		$2.47M Sell
89,293
-48,245
-35% -$1.31M 2.05% 12
2025
Q1 		$3.75M Buy
+137,538
New +$3.77M 3.37% 11

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hartmann Taylor Wealth Management's CGMS Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.6% in Q1 2026, buying an estimated $110K and bringing the position to 116,265 shares worth $3.17M. The position accounts for 2.09% of the portfolio, ranked #12.

Hartmann Taylor Wealth Management first reported a position in CGMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q1 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Hartmann Taylor Wealth Management held 116,265 shares of Capital Group US Multi-Sector Income ETF worth $3.17M as of Q1 2026.
  • Hartmann Taylor Wealth Management bought 4,000 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $110K.
  • Capital Group US Multi-Sector Income ETF made up 2.09% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Hartmann Taylor Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $3.75M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.