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

Kingsview 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	$8.84M	Sell	323,447 -80,804	-20%	-$2.22M	0.11%	172
2026 Q1	$11M	Buy	404,251 +65,898	+19%	+$1.82M	0.15%	122
2025 Q4	$9.35M	Buy	338,353 +36,717	+12%	+$1.02M	0.13%	137
2025 Q3	$8.37M	Buy	301,636 +49,944	+20%	+$1.38M	0.13%	163
2025 Q2	$6.95M	Buy	251,692 +41,769	+20%	+$1.13M	0.12%	187
2025 Q1	$5.73M	Buy	209,923 +55,350	+36%	+$1.52M	0.11%	194
2024 Q4	$4.22M	Buy	154,573 +17,612	+13%	+$485K	0.08%	227
2024 Q3	$3.81M	Buy	136,961 +94,550	+223%	+$2.6M	0.08%	239
2024 Q2	$1.14M	Buy	42,411 +26,603	+168%	+$716K	0.03%	472
2024 Q1	$427K	Buy	15,808 +5,388	+52%	+$145K	0.01%	705
2023 Q4	$281K	Buy	10,420 +2,207	+27%	+$57.3K	0.01%	790
2023 Q3	$210K	Buy	8,213 +14	+0.2%	+$364	0.01%	873
2023 Q2	$214K	Buy	+8,199	New	+$215K	0.01%	838

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

Kingsview Wealth Management's CGMS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 20% in Q2 2026, selling an estimated $2.22M and leaving 323,447 shares worth $8.84M. The position accounts for 0.11% of the portfolio, ranked #172.

Kingsview Wealth Management first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $11M in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Kingsview Wealth Management held 323,447 shares of Capital Group US Multi-Sector Income ETF worth $8.84M as of Q2 2026.
Kingsview Wealth Management sold 80,804 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.22M.
Capital Group US Multi-Sector Income ETF made up 0.11% of Kingsview Wealth Management's portfolio in Q2 2026, its #172 holding.
Kingsview Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
Kingsview Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $11M in Q1 2026.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.