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

Mascagni 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	$2.98M	Buy	109,009 +6,489	+6%	+$178K	1.85%	13
2026 Q1	$2.79M	Buy	102,520 +23,219	+29%	+$641K	1.99%	11
2025 Q4	$2.19M	Buy	79,301 +778	+1%	+$21.6K	1.63%	14
2025 Q3	$2.18M	Buy	78,523 +4,361	+6%	+$121K	1.68%	12
2025 Q2	$2.05M	Buy	74,162 +9,134	+14%	+$248K	1.74%	12
2025 Q1	$1.78M	Hold	65,028	–	–	1.77%	12
2024 Q4	$1.78M	Buy	+65,028	New	+$1.79M	1.77%	12

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

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

Mascagni Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.3% in Q2 2026, buying an estimated $178K and bringing the position to 109,009 shares worth $2.98M. The position accounts for 1.85% of the portfolio, ranked #13.

Mascagni Wealth Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Mascagni Wealth Management held 109,009 shares of Capital Group US Multi-Sector Income ETF worth $2.98M as of Q2 2026.
Mascagni Wealth Management bought 6,489 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $178K.
Capital Group US Multi-Sector Income ETF made up 1.85% of Mascagni Wealth Management's portfolio in Q2 2026, its #13 holding.
Mascagni Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.