Kestra Private Wealth Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Kestra Private Wealth Services’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	$993K	Buy	36,348 +4,236	+13%	+$116K	0.01%	907
2026 Q1	$874K	Buy	32,112 +6,868	+27%	+$190K	0.01%	901
2025 Q4	$697K	Buy	25,244 +2,075	+9%	+$57.5K	0.01%	982
2025 Q3	$643K	Buy	23,169 +5,000	+28%	+$139K	0.01%	980
2025 Q2	$502K	Sell	18,169 -3,462	-16%	-$93.8K	0.01%	1035
2025 Q1	$591K	Buy	21,631 +4,621	+27%	+$127K	0.01%	876
2024 Q4	$464K	Buy	+17,010	New	+$468K	0.01%	951

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

Kestra Private Wealth Services's CGMS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 13% in Q2 2026, buying an estimated $116K and bringing the position to 36,348 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #907.

Kestra Private Wealth Services first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Kestra Private Wealth Services held 36,348 shares of Capital Group US Multi-Sector Income ETF worth $993K as of Q2 2026.
Kestra Private Wealth Services bought 4,236 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $116K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #907 holding.
Kestra Private Wealth Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.