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Pinnacle Wealth Planning Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.56K Hold
240
– – ﹤0.01% 2220
2026
Q1 		$6.54K Hold
240
– – ﹤0.01% 2174
2025
Q4 		$6.63K Buy
+240
New +$6.65K ﹤0.01% 2187

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's CGMS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 240 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Pinnacle Wealth Planning Services first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.63K in Q4 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 240 shares of Capital Group US Multi-Sector Income ETF worth $6.56K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2220 holding.
  • Pinnacle Wealth Planning Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Capital Group US Multi-Sector Income ETF position peaked at $6.63K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.