Strategic Family Wealth Counselors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Strategic Family Wealth Counselors’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	$5.49M	Buy	201,513 +4,312	+2%	+$119K	1.44%	25
2025 Q4	$5.45M	Buy	197,201 +8,295	+4%	+$230K	1.22%	26
2025 Q3	$5.24M	Buy	188,906 +5,648	+3%	+$157K	1.35%	25
2025 Q2	$5.06M	Buy	183,258 +27,205	+17%	+$737K	1.44%	23
2025 Q1	$4.26M	Sell	156,053 -3,357	-2%	-$92.1K	1.39%	26
2024 Q4	$4.35M	Buy	159,410 +133,177	+508%	+$3.67M	1.42%	26
2024 Q3	$730K	Buy	26,233 +5,339	+26%	+$147K	0.26%	62
2024 Q2	$562K	Buy	+20,894	New	+$562K	0.21%	67

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.33B AUM 25.27% 1-Year Est. Return

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

Strategic Family Wealth Counselors's CGMS Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.2% in Q1 2026, buying an estimated $119K and bringing the position to 201,513 shares worth $5.49M. The position accounts for 1.44% of the portfolio, ranked #25.

Strategic Family Wealth Counselors first reported a position in CGMS in Q2 2024 and has held it in 8 quarters since. 330 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Strategic Family Wealth Counselors held 201,513 shares of Capital Group US Multi-Sector Income ETF worth $5.49M as of Q1 2026.
Strategic Family Wealth Counselors bought 4,312 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $119K.
Capital Group US Multi-Sector Income ETF made up 1.44% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #25 holding.
Strategic Family Wealth Counselors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 8 quarters since.
330 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.