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

McGlone Suttner 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	$523K	Sell	19,149 -930	-5%	-$25.6K	0.06%	127
2026 Q1	$547K	Hold	20,079	–	–	0.07%	114
2025 Q4	$555K	Buy	20,079 +3,500	+21%	+$97K	0.07%	110
2025 Q3	$460K	Hold	16,579	–	–	0.06%	125
2025 Q2	$458K	Sell	16,579 -995	-6%	-$27K	0.07%	124
2025 Q1	$480K	Buy	17,574 +7,011	+66%	+$192K	0.08%	119
2024 Q4	$288K	Buy	10,563 +354	+3%	+$9.75K	0.05%	140
2024 Q3	$284K	Buy	10,209 +1,820	+22%	+$50.1K	0.06%	140
2024 Q2	$226K	Sell	8,389 -24	-0.3%	-$646	0.05%	145
2024 Q1	$227K	Buy	8,413 +24	+0.3%	+$647	0.04%	158
2023 Q4	$226K	Buy	8,389 +473	+6%	+$12.3K	0.04%	145
2023 Q3	$202K	Sell	7,916 -19	-0.2%	-$494	0.05%	133
2023 Q2	$207K	Buy	+7,935	New	+$208K	0.05%	144

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

McGlone Suttner Wealth Management's CGMS Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.6% in Q2 2026, selling an estimated $25.6K and leaving 19,149 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #127.

McGlone Suttner Wealth Management first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $555K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

McGlone Suttner Wealth Management held 19,149 shares of Capital Group US Multi-Sector Income ETF worth $523K as of Q2 2026.
McGlone Suttner Wealth Management sold 930 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $25.6K.
Capital Group US Multi-Sector Income ETF made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #127 holding.
McGlone Suttner Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
McGlone Suttner Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $555K in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.