Swisher Financial Concepts’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Swisher Financial Concepts’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	$7.34M	Sell	268,461 -8,996	-3%	-$247K	4.62%	9
2026 Q1	$7.56M	Buy	277,457 +29,715	+12%	+$820K	4.23%	9
2025 Q4	$6.84M	Buy	247,742 +12,925	+6%	+$358K	3.88%	9
2025 Q3	$6.52M	Buy	234,817 +13,944	+6%	+$386K	3.91%	11
2025 Q2	$6.1M	Sell	220,873 -5,873	-3%	-$159K	3.94%	8
2025 Q1	$6.19M	Buy	226,746 +128,929	+132%	+$3.54M	5.12%	5
2024 Q4	$2.67M	Sell	97,817 -59,144	-38%	-$1.63M	3.14%	12
2024 Q3	$4.36M	Buy	156,961 +17,920	+13%	+$493K	2.75%	13
2024 Q2	$3.75M	Buy	139,041 +7,536	+6%	+$203K	3.8%	10
2024 Q1	$3.52M	Buy	131,505 +41,987	+47%	+$1.13M	3.06%	13
2023 Q4	$2.41M	Buy	+89,518	New	+$2.32M	2.32%	15

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

Swisher Financial Concepts's CGMS Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.2% in Q2 2026, selling an estimated $247K and leaving 268,461 shares worth $7.34M. The position accounts for 4.62% of the portfolio, ranked #9.

Swisher Financial Concepts first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.56M in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Swisher Financial Concepts held 268,461 shares of Capital Group US Multi-Sector Income ETF worth $7.34M as of Q2 2026.
Swisher Financial Concepts sold 8,996 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $247K.
Capital Group US Multi-Sector Income ETF made up 4.62% of Swisher Financial Concepts's portfolio in Q2 2026, its #9 holding.
Swisher Financial Concepts first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's Capital Group US Multi-Sector Income ETF position peaked at $7.56M in Q1 2026.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.