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

Olistico Wealth’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 		$59.8K Sell
2,188
-38
-2% -$1.04K 0.03% 153
2026
Q1 		$60.6K Buy
2,226
+266
+14% +$7.34K 0.03% 147
2025
Q4 		$54.1K Buy
+1,960
New +$54.3K 0.03% 154
2025
Q3 		– Sell
-1,947
Closed -$53.8K – 132
2025
Q2 		$53.8K Buy
1,947
+309
+19% +$8.38K 0.03% 159
2025
Q1 		$44.7K Buy
1,638
+333
+26% +$9.14K 0.03% 164
2024
Q4 		$35.6K Sell
1,305
-67
-5% -$1.84K 0.02% 175
2024
Q3 		$38.2K Buy
1,372
+822
+149% +$22.6K 0.02% 175
2024
Q2 		$14.8K Buy
+550
New +$14.8K 0.01% 225

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

Olistico Wealth's CGMS Position: Q2 2026 in Review

Olistico Wealth reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.7% in Q2 2026, selling an estimated $1.04K and leaving 2,188 shares worth $59.8K. The position accounts for 0.03% of the portfolio, ranked #153.

Olistico Wealth first reported a position in CGMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.6K in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Olistico Wealth held 2,188 shares of Capital Group US Multi-Sector Income ETF worth $59.8K as of Q2 2026.
  • Olistico Wealth sold 38 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.04K.
  • Capital Group US Multi-Sector Income ETF made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #153 holding.
  • Olistico Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Capital Group US Multi-Sector Income ETF position peaked at $60.6K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.