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

Mission 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	$3.99M	Buy	146,050 +6,992	+5%	+$192K	0.05%	206
2026 Q1	$3.79M	Buy	139,058 +6,745	+5%	+$186K	0.08%	139
2025 Q4	$3.65M	Buy	132,313 +58,832	+80%	+$1.63M	0.07%	153
2025 Q3	$2.04M	Buy	73,481 +3,291	+5%	+$91.2K	0.04%	216
2025 Q2	$1.94M	Buy	70,190 +15,735	+29%	+$426K	0.04%	216
2025 Q1	$1.49M	Buy	+54,455	New	+$1.49M	0.04%	226

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

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

Mission Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5% in Q2 2026, buying an estimated $192K and bringing the position to 146,050 shares worth $3.99M. The position accounts for 0.05% of the portfolio, ranked #206.

Mission Wealth Management first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Mission Wealth Management held 146,050 shares of Capital Group US Multi-Sector Income ETF worth $3.99M as of Q2 2026.
Mission Wealth Management bought 6,992 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $192K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #206 holding.
Mission Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.