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

SK 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	$2.06M	Sell	75,907 -12,561	-14%	-$345K	0.46%	26
2026 Q1	$2.42M	Sell	88,468 -1,298	-1%	-$35.8K	0.67%	23
2025 Q4	$2.49M	Buy	89,766 +39,341	+78%	+$1.09M	0.7%	21
2025 Q3	$1.4M	Buy	50,425 +5,496	+12%	+$152K	0.52%	33
2025 Q2	$1.24M	Buy	44,929 +5,810	+15%	+$157K	0.54%	33
2025 Q1	$1.04M	Buy	39,119 +7,021	+22%	+$193K	0.56%	32
2024 Q4	$876K	Buy	32,098 +51	+0.2%	+$1.41K	0.45%	34
2024 Q3	$871K	Buy	+32,047	New	+$882K	0.45%	33

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

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

SK Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 14% in Q2 2026, selling an estimated $345K and leaving 75,907 shares worth $2.06M. The position accounts for 0.46% of the portfolio, ranked #26.

SK Wealth Management first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.49M in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

SK Wealth Management held 75,907 shares of Capital Group US Multi-Sector Income ETF worth $2.06M as of Q2 2026.
SK Wealth Management sold 12,561 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $345K.
Capital Group US Multi-Sector Income ETF made up 0.46% of SK Wealth Management's portfolio in Q2 2026, its #26 holding.
SK Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $2.49M in Q4 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.