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

Nikulski Financial’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 		$773K Buy
28,270
+5,163
+22% +$142K 0.17% 109
2026
Q1 		$629K Buy
23,107
+14,625
+172% +$404K 0.16% 116
2025
Q4 		$234K Buy
+8,482
New +$235K 0.06% 159

Other funds holding CGMS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Nikulski Financial's CGMS Position: Q2 2026 in Review

Nikulski Financial increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 22% in Q2 2026, buying an estimated $142K and bringing the position to 28,270 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #109.

Nikulski Financial first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Nikulski Financial held 28,270 shares of Capital Group US Multi-Sector Income ETF worth $773K as of Q2 2026.
  • Nikulski Financial bought 5,163 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $142K.
  • Capital Group US Multi-Sector Income ETF made up 0.17% of Nikulski Financial's portfolio in Q2 2026, its #109 holding.
  • Nikulski Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.