Koshinski Asset Management
CGMS icon

Koshinski Asset Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Koshinski Asset 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 		$1.36M Buy
49,717
+107
+0.2% +$2.94K 0.07% 240
2026
Q1 		$1.35M Buy
49,610
+1,611
+3% +$44.5K 0.08% 219
2025
Q4 		$1.33M Buy
47,999
+4,415
+10% +$122K 0.09% 220
2025
Q3 		$1.21M Buy
43,584
+3,558
+9% +$98.6K 0.08% 234
2025
Q2 		$1.11M Buy
40,026
+1,731
+5% +$46.9K 0.08% 233
2025
Q1 		$1.05M Buy
38,295
+1,094
+3% +$30K 0.09% 237
2024
Q4 		$1.01M Buy
+37,201
New +$1.02M 0.09% 237

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

Koshinski Asset Management's CGMS Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.22% in Q2 2026, buying an estimated $2.94K and bringing the position to 49,717 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #240.

Koshinski Asset Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Koshinski Asset Management held 49,717 shares of Capital Group US Multi-Sector Income ETF worth $1.36M as of Q2 2026.
  • Koshinski Asset Management bought 107 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.94K.
  • Capital Group US Multi-Sector Income ETF made up 0.07% of Koshinski Asset Management's portfolio in Q2 2026, its #240 holding.
  • Koshinski Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.