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

Marshall & Sterling 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	$111	Buy	4 +2	+100%	+$55	﹤0.01%	336
2026 Q1	$54	Buy	+2	New	+$55	﹤0.01%	343
2025 Q4	–	Sell	-1,061	Closed	-$29.4K	–	393
2025 Q3	$29.4K	Buy	1,061 +477	+82%	+$13.2K	0.02%	233
2025 Q2	$16.1K	Buy	584 +63	+12%	+$1.71K	0.01%	277
2025 Q1	$14.2K	Buy	+521	New	+$14.3K	0.01%	279

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

Marshall & Sterling Wealth Advisors's CGMS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 100% in Q2 2026, buying an estimated $55 and bringing the position to 4 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Marshall & Sterling Wealth Advisors first reported a position in CGMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.4K in Q3 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Marshall & Sterling Wealth Advisors held 4 shares of Capital Group US Multi-Sector Income ETF worth $111 as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 2 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $55.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #336 holding.
Marshall & Sterling Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
Marshall & Sterling Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $29.4K in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.