Pines Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Pines Wealth Management’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	$959K	Buy	35,104 +100	+0.3%	+$2.75K	0.28%	91
2026 Q1	$953K	Buy	35,004 +4,329	+14%	+$119K	0.31%	85
2025 Q4	$847K	Buy	30,675 +1,277	+4%	+$35.4K	0.27%	89
2025 Q3	$816K	Buy	29,398 +477	+2%	+$13.2K	0.27%	93
2025 Q2	$799K	Buy	28,921 +4,966	+21%	+$135K	0.28%	87
2025 Q1	$632K	Sell	23,955 -1,340	-5%	-$36.8K	0.29%	89
2024 Q4	$686K	Buy	+25,295	New	+$697K	0.3%	85

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

Pines Wealth Management's CGMS Position: Q2 2026 in Review

Pines Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.29% in Q2 2026, buying an estimated $2.75K and bringing the position to 35,104 shares worth $959K. The position accounts for 0.28% of the portfolio, ranked #91.

Pines Wealth Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Pines Wealth Management held 35,104 shares of Capital Group US Multi-Sector Income ETF worth $959K as of Q2 2026.
Pines Wealth Management bought 100 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.75K.
Capital Group US Multi-Sector Income ETF made up 0.28% of Pines Wealth Management's portfolio in Q2 2026, its #91 holding.
Pines Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.