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Larson Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Larson Financial Group’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 		$336K Hold
12,307
– – 0.01% 667
2026
Q1 		$335K Buy
12,307
+3,600
+41% +$99.4K 0.01% 586
2025
Q4 		$240K Sell
8,707
-814
-9% -$22.6K 0.01% 654
2025
Q3 		$264K Buy
9,521
+3,794
+66% +$105K 0.01% 625
2025
Q2 		$158K Buy
5,727
+3,106
+119% +$84.2K 0.01% 709
2025
Q1 		$71.6K Hold
2,621
– – ﹤0.01% 887
2024
Q4 		$71.5K Buy
2,621
+551
+27% +$15.2K ﹤0.01% 797
2024
Q3 		$57.6K Hold
2,070
– – ﹤0.01% 865
2024
Q2 		$55.7K Hold
2,070
– – ﹤0.01% 782
2024
Q1 		$56K Hold
2,070
– – ﹤0.01% 663
2023
Q4 		$55.9K Hold
2,070
– – ﹤0.01% 623
2023
Q3 		$52.8K Hold
2,070
– – 0.01% 597
2023
Q2 		$53.9K Buy
2,070
+950
+85% +$24.9K 0.01% 539
2023
Q1 		$29.5K Buy
+1,120
New +$29.3K ﹤0.01% 657

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

Larson Financial Group's CGMS Position: Q2 2026 in Review

Larson Financial Group held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 12,307 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #667.

Larson Financial Group first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Larson Financial Group held 12,307 shares of Capital Group US Multi-Sector Income ETF worth $336K as of Q2 2026.
  • Larson Financial Group left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #667 holding.
  • Larson Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.