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

Onyx Bridge Wealth Group’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	$11.5M	Sell	422,551 -6,434	-1%	-$177K	1.04%	22
2026 Q1	$11.7M	Buy	428,985 +22,839	+6%	+$630K	1.26%	19
2025 Q4	$11.2M	Sell	406,146 -45,365	-10%	-$1.26M	1.19%	18
2025 Q3	$12.5M	Buy	451,511 +61,794	+16%	+$1.71M	1.36%	16
2025 Q2	$10.8M	Buy	389,717 +181,656	+87%	+$4.92M	1.42%	17
2025 Q1	$5.68M	Buy	+208,061	New	+$5.71M	0.81%	32

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 22.9% 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 $834M AUM 15.6% 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

Onyx Bridge Wealth Group's CGMS Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.5% in Q2 2026, selling an estimated $177K and leaving 422,551 shares worth $11.5M. The position accounts for 1.04% of the portfolio, ranked #22.

Onyx Bridge Wealth Group first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5M in Q3 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Onyx Bridge Wealth Group held 422,551 shares of Capital Group US Multi-Sector Income ETF worth $11.5M as of Q2 2026.
Onyx Bridge Wealth Group sold 6,434 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $177K.
Capital Group US Multi-Sector Income ETF made up 1.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #22 holding.
Onyx Bridge Wealth Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
Onyx Bridge Wealth Group's Capital Group US Multi-Sector Income ETF position peaked at $12.5M in Q3 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.