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Mosaic Family Wealth Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		$2.64M Buy
96,924
+26,515
+38% +$732K 0.27% 54
2025
Q4 		$1.94M Buy
+70,409
New +$1.95M 0.21% 58

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mosaic Family Wealth Partners's CGMS Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 38% in Q1 2026, buying an estimated $732K and bringing the position to 96,924 shares worth $2.64M. The position accounts for 0.27% of the portfolio, ranked #54.

Mosaic Family Wealth Partners first reported a position in CGMS in Q4 2025 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Mosaic Family Wealth Partners held 96,924 shares of Capital Group US Multi-Sector Income ETF worth $2.64M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 26,515 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $732K.
  • Capital Group US Multi-Sector Income ETF made up 0.27% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Mosaic Family Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.