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

Peterson 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	$415K	Sell	15,170 -120	-0.8%	-$3.3K	0.05%	81
2026 Q1	$416K	Sell	15,290 -8,431	-36%	-$233K	0.06%	72
2025 Q4	$655K	Sell	23,721 -1,303	-5%	-$36.1K	0.09%	57
2025 Q3	$696K	Sell	25,024 -490	-2%	-$13.6K	0.1%	55
2025 Q2	$705K	Sell	25,514 -473	-2%	-$12.8K	0.12%	51
2025 Q1	$691K	Sell	25,987 -62,826	-71%	-$1.72M	0.13%	45
2024 Q4	$2.42M	Buy	88,813 +79,893	+896%	+$2.2M	0.44%	27
2024 Q3	$248K	Buy	+8,920	New	+$245K	0.05%	75

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

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

Peterson Wealth Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.78% in Q2 2026, selling an estimated $3.3K and leaving 15,170 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #81.

Peterson Wealth Advisors first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2024. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Peterson Wealth Advisors held 15,170 shares of Capital Group US Multi-Sector Income ETF worth $415K as of Q2 2026.
Peterson Wealth Advisors sold 120 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $3.3K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Peterson Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $2.42M in Q4 2024.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.