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

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 22.96% 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

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

Spire Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.8% in Q2 2026, buying an estimated $79.4K and bringing the position to 62,481 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #301.

Spire Wealth Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Spire Wealth Management held 62,481 shares of Capital Group US Multi-Sector Income ETF worth $1.71M as of Q2 2026.
Spire Wealth Management bought 2,889 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $79.4K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #301 holding.
Spire Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.