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

Pillar 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
2024 Q3	–	Sell	-41,980	Closed	-$1.13M	–	14
2024 Q2	$1.13M	Sell	41,980 -9,563	-19%	-$257K	1.36%	18
2024 Q1	$1.39M	Buy	51,543 +649	+1%	+$17.5K	1.05%	22
2023 Q4	$1.37M	Buy	50,894 +609	+1%	+$15.8K	1.06%	22
2023 Q3	$1.28M	Buy	50,285 +584	+1%	+$15.2K	1.11%	23
2023 Q2	$1.29M	Buy	49,701 +616	+1%	+$16.1K	1.08%	24
2023 Q1	$1.29M	Buy	+49,085	New	+$1.29M	1.29%	17

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pillar Wealth Advisors's CGMS Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2024, closing a stake of 41,980 shares — an estimated $1.13M sold.

Pillar Wealth Advisors first reported a position in CGMS in Q1 2023 and held it in 6 quarters. The position peaked at $1.39M in Q1 2024. 170 funds tracked by Wall St. Rank hold CGMS as of Q3 2024.

Pillar Wealth Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 41,980 Capital Group US Multi-Sector Income ETF shares in Q3 2024, an estimated $1.13M.
Pillar Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and held it in 6 quarters.
Pillar Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.39M in Q1 2024.
170 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.