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

LifeGoal 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	$4.31M	Sell	157,766 -598	-0.4%	-$16.4K	1.97%	12
2026 Q1	$4.32M	Buy	158,364 +22,492	+17%	+$621K	2.47%	10
2025 Q4	$3.75M	Buy	135,872 +100,362	+283%	+$2.78M	2.5%	9
2025 Q3	$985K	Sell	35,510 -650	-2%	-$18K	0.82%	27
2025 Q2	$999K	Sell	36,160 -105,969	-75%	-$2.87M	0.95%	25
2025 Q1	$3.88M	Buy	142,129 +60,357	+74%	+$1.66M	4.19%	7
2024 Q4	$2.23M	Buy	+81,772	New	+$2.25M	2.42%	13

Other funds holding CGMS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

LifeGoal Wealth Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.38% in Q2 2026, selling an estimated $16.4K and leaving 157,766 shares worth $4.31M. The position accounts for 1.97% of the portfolio, ranked #12.

LifeGoal Wealth Advisors first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q1 2026. 172 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

LifeGoal Wealth Advisors held 157,766 shares of Capital Group US Multi-Sector Income ETF worth $4.31M as of Q2 2026.
LifeGoal Wealth Advisors sold 598 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $16.4K.
Capital Group US Multi-Sector Income ETF made up 1.97% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #12 holding.
LifeGoal Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $4.32M in Q1 2026.
172 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.