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OakTrust Wealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

OakTrust Wealth Advisors’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 		$5.04M Buy
184,511
+8,194
+5% +$225K 4.35% 7
2026
Q1 		$4.8M Buy
176,317
+9,101
+5% +$251K 4.37% 8
2025
Q4 		$4.62M Buy
+167,216
New +$4.64M 4.26% 9

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OakTrust Wealth Advisors's CGMS Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.6% in Q2 2026, buying an estimated $225K and bringing the position to 184,511 shares worth $5.04M. The position accounts for 4.35% of the portfolio, ranked #7.

OakTrust Wealth Advisors first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • OakTrust Wealth Advisors held 184,511 shares of Capital Group US Multi-Sector Income ETF worth $5.04M as of Q2 2026.
  • OakTrust Wealth Advisors bought 8,194 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $225K.
  • Capital Group US Multi-Sector Income ETF made up 4.35% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • OakTrust Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.