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 Q2	$3.17M	Hold	116,265	–	–	2.1%	12
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 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

Hartmann Taylor Wealth Management's CGMS Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 116,265 shares worth $3.17M. The position accounts for 2.1% of the portfolio, ranked #12.

Hartmann Taylor Wealth Management first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.75M in Q1 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Hartmann Taylor Wealth Management held 116,265 shares of Capital Group US Multi-Sector Income ETF worth $3.17M as of Q2 2026.
Hartmann Taylor Wealth Management left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 2.1% of Hartmann Taylor Wealth Management's portfolio in Q2 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 6 quarters since.
Hartmann Taylor Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $3.75M in Q1 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.