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

Spire 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	$1.71M	Buy	62,481 +2,889	+5%	+$79.4K	0.05%	301
2026 Q1	$1.62M	Buy	59,592 +44,140	+286%	+$1.22M	0.06%	299
2025 Q4	$427K	Buy	15,452 +838	+6%	+$23.2K	0.01%	578
2025 Q3	$406K	Buy	14,614 +744	+5%	+$20.6K	0.01%	588
2025 Q2	$383K	Buy	13,870 +37	+0.3%	+$1K	0.01%	571
2025 Q1	$378K	Buy	13,833 +21	+0.2%	+$576	0.01%	653
2024 Q4	$377K	Buy	+13,812	New	+$380K	0.01%	646

Other funds holding CGMS

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

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

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

Thayer Financial Hickory, North Carolina $110M AUM

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return