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Midwest Financial Network’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Midwest Financial Network’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 		$3.33M Sell
121,844
-28,556
-19% -$785K 2.27% 10
2026
Q1 		$4.1M Sell
150,400
-10,045
-6% -$277K 3.25% 6
2025
Q4 		$4.43M Buy
160,445
+9,110
+6% +$253K 3.42% 7
2025
Q3 		$4.2M Buy
151,335
+23,309
+18% +$646K 3.41% 6
2025
Q2 		$3.54M Sell
128,026
-1,020
-0.8% -$27.6K 3.51% 9
2025
Q1 		$3.52M Buy
129,046
+2,938
+2% +$80.6K 3.52% 10
2024
Q4 		$3.44M Buy
+126,108
New +$3.47M 3.58% 10

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Midwest Financial Network's CGMS Position: Q2 2026 in Review

Midwest Financial Network reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q2 2026, selling an estimated $785K and leaving 121,844 shares worth $3.33M. The position accounts for 2.27% of the portfolio, ranked #10.

Midwest Financial Network first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q4 2025. 114 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Midwest Financial Network held 121,844 shares of Capital Group US Multi-Sector Income ETF worth $3.33M as of Q2 2026.
  • Midwest Financial Network sold 28,556 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $785K.
  • Capital Group US Multi-Sector Income ETF made up 2.27% of Midwest Financial Network's portfolio in Q2 2026, its #10 holding.
  • Midwest Financial Network first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Midwest Financial Network's Capital Group US Multi-Sector Income ETF position peaked at $4.43M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.