Lodestone Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Lodestone Wealth 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	$3.81M	Buy	139,378 +29,802	+27%	+$819K	1.34%	18
2026 Q1	$2.98M	Buy	109,576 +9,698	+10%	+$268K	1.18%	21
2025 Q4	$2.76M	Buy	99,878 +17,619	+21%	+$488K	1.12%	23
2025 Q3	$2.28M	Buy	82,259 +6,308	+8%	+$175K	1.03%	32
2025 Q2	$2.1M	Buy	75,951 +609	+0.8%	+$16.5K	1.02%	32
2025 Q1	$2.06M	Buy	75,342 +2,408	+3%	+$66.1K	1.09%	31
2024 Q4	$1.99M	Buy	72,934 +9,341	+15%	+$257K	1%	39
2024 Q3	$1.77M	Buy	63,593 +22,626	+55%	+$623K	0.89%	40
2024 Q2	$1.1M	Buy	40,967 +467	+1%	+$12.6K	0.58%	58
2024 Q1	$1.1M	Buy	40,500 +29,408	+265%	+$793K	0.57%	58
2023 Q4	$299K	Buy	11,092 +595	+6%	+$15.4K	0.17%	118
2023 Q3	$268K	Buy	10,497 +219	+2%	+$5.7K	0.19%	110
2023 Q2	$268K	Buy	10,278 +1,224	+14%	+$32K	0.18%	116
2023 Q1	$238K	Buy	+9,054	New	+$237K	0.18%	120

Other funds holding CGMS

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

RWA

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

EWA

EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lodestone Wealth Management's CGMS Position: Q2 2026 in Review

Lodestone Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 27% in Q2 2026, buying an estimated $819K and bringing the position to 139,378 shares worth $3.81M. The position accounts for 1.34% of the portfolio, ranked #18.

Lodestone Wealth Management first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. 144 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Lodestone Wealth Management held 139,378 shares of Capital Group US Multi-Sector Income ETF worth $3.81M as of Q2 2026.
Lodestone Wealth Management bought 29,802 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $819K.
Capital Group US Multi-Sector Income ETF made up 1.34% of Lodestone Wealth Management's portfolio in Q2 2026, its #18 holding.
Lodestone Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
144 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.