NWF Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

NWF Advisory Services’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	$5.53M	Buy	202,477 +2,129	+1%	+$58.5K	0.52%	44
2026 Q1	$5.46M	Buy	200,348 +1,163	+0.6%	+$32.1K	0.62%	42
2025 Q4	$5.5M	Buy	199,185 +2,036	+1%	+$56.4K	0.61%	40
2025 Q3	$5.47M	Buy	197,149 +20,212	+11%	+$560K	0.6%	40
2025 Q2	$4.89M	Sell	176,937 -1,825	-1%	-$49.5K	0.58%	40
2025 Q1	$4.88M	Buy	+178,762	New	+$4.91M	0.69%	37

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

NWF Advisory Services's CGMS Position: Q2 2026 in Review

NWF Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.1% in Q2 2026, buying an estimated $58.5K and bringing the position to 202,477 shares worth $5.53M. The position accounts for 0.52% of the portfolio, ranked #44.

NWF Advisory Services 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.

NWF Advisory Services held 202,477 shares of Capital Group US Multi-Sector Income ETF worth $5.53M as of Q2 2026.
NWF Advisory Services bought 2,129 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $58.5K.
Capital Group US Multi-Sector Income ETF made up 0.52% of NWF Advisory Services's portfolio in Q2 2026, its #44 holding.
NWF Advisory Services 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 NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.