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Integrated Wealth Concepts’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Integrated Wealth Concepts’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 		$15.5M Buy
567,499
+171,990
+43% +$4.73M 0.08% 244
2026
Q1 		$10.8M Buy
395,509
+24,763
+7% +$683K 0.09% 238
2025
Q4 		$10.2M Buy
370,746
+107,666
+41% +$2.98M 0.12% 155
2025
Q3 		$7.3M Buy
263,080
+58,703
+29% +$1.63M 0.07% 283
2025
Q2 		$5.64M Buy
204,377
+16,747
+9% +$454K 0.06% 312
2025
Q1 		$5.12M Sell
187,630
-31,257
-14% -$858K 0.06% 307
2024
Q4 		$5.97M Buy
218,887
+31,985
+17% +$881K 0.07% 259
2024
Q3 		$5.2M Buy
186,902
+14,867
+9% +$409K 0.06% 278
2024
Q2 		$4.63M Buy
172,035
+86,376
+101% +$2.32M 0.06% 276
2024
Q1 		$2.32M Buy
85,659
+14,314
+20% +$386K 0.03% 474
2023
Q4 		$1.93M Buy
+71,345
New +$1.85M 0.03% 499

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's CGMS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 43% in Q2 2026, buying an estimated $4.73M and bringing the position to 567,499 shares worth $15.5M. The position accounts for 0.08% of the portfolio, ranked #244.

Integrated Wealth Concepts first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Integrated Wealth Concepts held 567,499 shares of Capital Group US Multi-Sector Income ETF worth $15.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 171,990 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $4.73M.
  • Capital Group US Multi-Sector Income ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #244 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.