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

Steelhead 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 Q1	$3.53M	Buy	+129,687	New	+$3.58M	1.79%	14

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steelhead Wealth Management's CGMS Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026: 129,687 shares worth $3.53M. The stake represents 1.79% of the portfolio and ranks #14 among its holdings.

329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Steelhead Wealth Management held 129,687 shares of Capital Group US Multi-Sector Income ETF worth $3.53M as of Q1 2026.
Capital Group US Multi-Sector Income ETF was a new Steelhead Wealth Management position in Q1 2026.
Capital Group US Multi-Sector Income ETF made up 1.79% of Steelhead Wealth Management's portfolio in Q1 2026, its #14 holding.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.