Kachkovsky & Fisher Inc’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Kachkovsky & Fisher Inc’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	$1.12M	Buy	+40,920	New	+$1.12M	1.08%	24

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 22.9% 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

Kachkovsky & Fisher Inc's CGMS Position: Q2 2026 in Review

Kachkovsky & Fisher Inc opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 40,920 shares worth $1.12M. The stake represents 1.08% of the portfolio and ranks #24 among its holdings.

360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Kachkovsky & Fisher Inc held 40,920 shares of Capital Group US Multi-Sector Income ETF worth $1.12M as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Kachkovsky & Fisher Inc position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 1.08% of Kachkovsky & Fisher Inc's portfolio in Q2 2026, its #24 holding.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Kachkovsky & Fisher Inc's 13F filing for Q2 2026, filed 8 Sep 2026.