KWA
CGMS icon

Kingswood Wealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-8,255
Closed -$228K – 934
2025
Q4 		$228K Buy
+8,255
New +$229K 0.01% 771

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingswood Wealth Advisors's CGMS Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 8,255 shares — an estimated $228K sold.

Kingswood Wealth Advisors first reported a position in CGMS in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 332 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,255 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $228K.
  • Kingswood Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $228K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.