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

Lantern 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
Q2 		$850K Sell
31,100
-3,742
-11% -$103K 0.39% 64
2026
Q1 		$949K Buy
34,842
+13,889
+66% +$383K 0.49% 56
2025
Q4 		$579K Buy
20,953
+4,523
+28% +$125K 0.31% 83
2025
Q3 		$456K Buy
16,430
+6,371
+63% +$177K 0.24% 98
2025
Q2 		$278K Buy
+10,059
New +$273K 0.17% 120

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

Lantern Wealth Advisors's CGMS Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 11% in Q2 2026, selling an estimated $103K and leaving 31,100 shares worth $850K. The position accounts for 0.39% of the portfolio, ranked #64.

Lantern Wealth Advisors first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $949K in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Lantern Wealth Advisors held 31,100 shares of Capital Group US Multi-Sector Income ETF worth $850K as of Q2 2026.
  • Lantern Wealth Advisors sold 3,742 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $103K.
  • Capital Group US Multi-Sector Income ETF made up 0.39% of Lantern Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Lantern Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Lantern Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $949K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.