Sharkey, Howes & Javer’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Sharkey, Howes & Javer’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	–	Sell	-9,092	Closed	-$248K	–	164
2026 Q1	$248K	Sell	9,092 -4,823	-35%	-$133K	0.03%	140
2025 Q4	$384K	Sell	13,915 -8,531	-38%	-$236K	0.05%	128
2025 Q3	$623K	Sell	22,446 -38,277	-63%	-$1.06M	0.08%	106
2025 Q2	$1.68M	Sell	60,723 -20,367	-25%	-$552K	0.22%	71
2025 Q1	$2.21M	Sell	81,090 -6,550	-7%	-$180K	0.32%	60
2024 Q4	$2.39M	Buy	87,640 +20,281	+30%	+$559K	0.34%	56
2024 Q3	$1.88M	Buy	67,359 +23,949	+55%	+$659K	0.27%	60
2024 Q2	$1.17M	Sell	43,410 -1,285	-3%	-$34.6K	0.19%	64
2024 Q1	$1.21M	Buy	+44,695	New	+$1.2M	0.2%	64

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 22.9% 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

Sharkey, Howes & Javer's CGMS Position: Q2 2026 in Review

Sharkey, Howes & Javer sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 9,092 shares — an estimated $248K sold.

Sharkey, Howes & Javer first reported a position in CGMS in Q1 2024 and held it in 9 quarters. The position peaked at $2.39M in Q4 2024. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Sharkey, Howes & Javer reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
Sharkey, Howes & Javer sold 9,092 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $248K.
Sharkey, Howes & Javer first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and held it in 9 quarters.
Sharkey, Howes & Javer's Capital Group US Multi-Sector Income ETF position peaked at $2.39M in Q4 2024.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.