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

LongView 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	$4.38M	Buy	160,235 +26,800	+20%	+$737K	1.12%	21
2026 Q1	$3.69M	Buy	133,435 +5,961	+5%	+$165K	0.93%	29
2025 Q4	$3.53M	Buy	127,474 +20,001	+19%	+$554K	0.85%	31
2025 Q3	$2.98M	Buy	107,473 +23,121	+27%	+$641K	0.81%	34
2025 Q2	$2.33M	Buy	84,352 +17,646	+26%	+$478K	0.71%	36
2025 Q1	$1.82M	Buy	66,706 +12,084	+22%	+$332K	0.55%	45
2024 Q4	$1.49M	Buy	54,622 +26,445	+94%	+$728K	0.45%	48
2024 Q3	$784K	Buy	28,177 +17,590	+166%	+$484K	0.25%	80
2024 Q2	$285K	Buy	10,587 +1,991	+23%	+$53.6K	0.11%	153
2024 Q1	$232K	Buy	+8,596	New	+$232K	0.09%	160

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LongView Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 20% in Q2 2026, buying an estimated $737K and bringing the position to 160,235 shares worth $4.38M. The position accounts for 1.12% of the portfolio, ranked #21.

LongView Wealth Management first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

LongView Wealth Management held 160,235 shares of Capital Group US Multi-Sector Income ETF worth $4.38M as of Q2 2026.
LongView Wealth Management bought 26,800 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $737K.
Capital Group US Multi-Sector Income ETF made up 1.12% of LongView Wealth Management's portfolio in Q2 2026, its #21 holding.
LongView Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.