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

Opal 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	$238K	Sell	8,707 -1,395	-14%	-$38.3K	0.05%	193
2026 Q1	$275K	Buy	10,102 +53	+0.5%	+$1.46K	0.06%	159
2025 Q4	$278K	Buy	10,049 +2,642	+36%	+$73.2K	0.07%	167
2025 Q3	$206K	Buy	7,407 +71	+1%	+$1.97K	0.06%	187
2025 Q2	$203K	Buy	7,336 +59	+0.8%	+$1.6K	0.06%	191
2025 Q1	$199K	Buy	+7,277	New	+$200K	0.06%	177

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

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

Opal Wealth Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 14% in Q2 2026, selling an estimated $38.3K and leaving 8,707 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #193.

Opal Wealth Advisors first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $278K in Q4 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Opal Wealth Advisors held 8,707 shares of Capital Group US Multi-Sector Income ETF worth $238K as of Q2 2026.
Opal Wealth Advisors sold 1,395 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $38.3K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #193 holding.
Opal Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
Opal Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $278K in Q4 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.