Tempus Wealth Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Tempus Wealth Planning’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	$566K	Buy	20,728 +1,566	+8%	+$43K	0.11%	173
2026 Q1	$522K	Buy	19,162 +609	+3%	+$16.8K	0.12%	172
2025 Q4	$512K	Buy	18,553 +1,276	+7%	+$35.4K	0.12%	174
2025 Q3	$479K	Sell	17,277 -7,568	-30%	-$210K	0.11%	183
2025 Q2	$686K	Buy	24,845 +429	+2%	+$11.6K	0.17%	133
2025 Q1	$667K	Buy	24,416 +5,376	+28%	+$148K	0.2%	123
2024 Q4	$519K	Buy	19,040 +2,557	+16%	+$70.4K	0.16%	140
2024 Q3	$459K	Buy	16,483 +3,613	+28%	+$99.4K	0.17%	132
2024 Q2	$346K	Buy	+12,870	New	+$346K	0.14%	142

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

Tempus Wealth Planning's CGMS Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 8.2% in Q2 2026, buying an estimated $43K and bringing the position to 20,728 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #173.

Tempus Wealth Planning first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $686K in Q2 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Tempus Wealth Planning held 20,728 shares of Capital Group US Multi-Sector Income ETF worth $566K as of Q2 2026.
Tempus Wealth Planning bought 1,566 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $43K.
Capital Group US Multi-Sector Income ETF made up 0.11% of Tempus Wealth Planning's portfolio in Q2 2026, its #173 holding.
Tempus Wealth Planning first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Tempus Wealth Planning's Capital Group US Multi-Sector Income ETF position peaked at $686K in Q2 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.