Midwest Heritage Bank’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Midwest Heritage Bank’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	$451K	Buy	16,511 +221	+1%	+$6.08K	0.13%	35
2026 Q1	$444K	Sell	16,290 -807	-5%	-$22.3K	0.14%	35
2025 Q4	$472K	Buy	17,097 +2,496	+17%	+$69.2K	0.16%	33
2025 Q3	$405K	Buy	14,601 +3,730	+34%	+$103K	0.14%	38
2025 Q2	$300K	Buy	10,871 +2,768	+34%	+$75K	0.11%	45
2025 Q1	$221K	Hold	8,103	–	–	0.09%	54
2024 Q4	$221K	Buy	+8,103	New	+$223K	0.1%	50

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

Midwest Heritage Bank's CGMS Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.4% in Q2 2026, buying an estimated $6.08K and bringing the position to 16,511 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #35.

Midwest Heritage Bank first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Midwest Heritage Bank held 16,511 shares of Capital Group US Multi-Sector Income ETF worth $451K as of Q2 2026.
Midwest Heritage Bank bought 221 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.08K.
Capital Group US Multi-Sector Income ETF made up 0.13% of Midwest Heritage Bank's portfolio in Q2 2026, its #35 holding.
Midwest Heritage Bank first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Heritage Bank's Capital Group US Multi-Sector Income ETF position peaked at $472K in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.