RFWA
CGMS icon

RPg Family Wealth Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

RPg Family Wealth Advisory’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
Q1 		$7.57M Buy
278,148
+137,664
+98% +$3.8M 1.58% 21
2025
Q4 		$3.88M Sell
140,484
-380
-0.3% -$10.5K 0.85% 43
2025
Q3 		$3.91M Buy
140,864
+147
+0.1% +$4.07K 0.86% 45
2025
Q2 		$3.89M Buy
+140,717
New +$3.81M 1.03% 41

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Morgan Stanley
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UBS Group
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Commonwealth Equity Services
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GVAG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return