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

Modern 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	$743K	Buy	27,194 +7,395	+37%	+$203K	0.01%	601
2026 Q1	$540K	Buy	19,799 +2,170	+12%	+$59.9K	0.01%	557
2025 Q4	$487K	Buy	17,629 +1,797	+11%	+$49.8K	0.01%	542
2025 Q3	$439K	Buy	15,832 +2,582	+19%	+$71.6K	0.01%	541
2025 Q2	$366K	Buy	13,250 +1,692	+15%	+$45.9K	0.01%	557
2025 Q1	$316K	Buy	11,558 +3,857	+50%	+$106K	0.01%	513
2024 Q4	$210K	Buy	+7,701	New	+$212K	0.01%	543

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

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

Modern Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 37% in Q2 2026, buying an estimated $203K and bringing the position to 27,194 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #601.

Modern 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.

Modern Wealth Management held 27,194 shares of Capital Group US Multi-Sector Income ETF worth $743K as of Q2 2026.
Modern Wealth Management bought 7,395 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $203K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #601 holding.
Modern 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.