Seamount Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Seamount Financial Group’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	$2.66M	Sell	97,492 -7,064	-7%	-$194K	1.07%	29
2026 Q1	$2.85M	Buy	104,556 +35,142	+51%	+$970K	1.28%	26
2025 Q4	$1.92M	Buy	69,414 +3,972	+6%	+$110K	0.87%	35
2025 Q3	$1.82M	Buy	65,442 +7,076	+12%	+$196K	0.86%	35
2025 Q2	$1.61M	Buy	58,366 +2,260	+4%	+$61.3K	0.83%	35
2025 Q1	$1.53M	Buy	56,106 +11,281	+25%	+$310K	1.04%	25
2024 Q4	$1.22M	Buy	44,825 +26,986	+151%	+$743K	0.84%	31
2024 Q3	$497K	Buy	17,839 +4,005	+29%	+$110K	0.37%	62
2024 Q2	$372K	Buy	13,834 +2,223	+19%	+$59.8K	0.3%	69
2024 Q1	$314K	Buy	11,611 +1,868	+19%	+$50.4K	0.28%	73
2023 Q4	$263K	Buy	+9,743	New	+$253K	0.25%	74

Other funds holding CGMS

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

EWA

EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Seamount Financial Group's CGMS Position: Q2 2026 in Review

Seamount Financial Group reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.8% in Q2 2026, selling an estimated $194K and leaving 97,492 shares worth $2.66M. The position accounts for 1.07% of the portfolio, ranked #29.

Seamount Financial Group first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q1 2026. 114 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Seamount Financial Group held 97,492 shares of Capital Group US Multi-Sector Income ETF worth $2.66M as of Q2 2026.
Seamount Financial Group sold 7,064 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $194K.
Capital Group US Multi-Sector Income ETF made up 1.07% of Seamount Financial Group's portfolio in Q2 2026, its #29 holding.
Seamount Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Capital Group US Multi-Sector Income ETF position peaked at $2.85M in Q1 2026.
114 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.