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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

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return