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

Total Clarity 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	$4.72M	Buy	172,616 +61,620	+56%	+$1.69M	0.92%	22
2026 Q1	$3.02M	Buy	110,996 +488	+0.4%	+$13.5K	0.71%	40
2025 Q4	$3.05M	Buy	110,508 +2,248	+2%	+$62.3K	0.74%	40
2025 Q3	$3M	Buy	108,260 +2,861	+3%	+$79.3K	0.8%	34
2025 Q2	$2.91M	Buy	105,399 +9,255	+10%	+$251K	0.83%	34
2025 Q1	$2.62M	Sell	96,144 -1,240	-1%	-$34K	0.86%	34
2024 Q4	$2.66M	Sell	97,384 -61,706	-39%	-$1.7M	0.86%	34
2024 Q3	$4.43M	Buy	159,090 +27,058	+20%	+$744K	1.43%	12
2024 Q2	$3.55M	Buy	132,032 +42,287	+47%	+$1.14M	1.23%	16
2024 Q1	$2.43M	Buy	89,745 +38,903	+77%	+$1.05M	0.84%	29
2023 Q4	$1.37M	Buy	50,842 +25,981	+105%	+$675K	0.56%	51
2023 Q3	$635K	Buy	+24,861	New	+$647K	0.31%	91

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

Total Clarity Wealth Management's CGMS Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 56% in Q2 2026, buying an estimated $1.69M and bringing the position to 172,616 shares worth $4.72M. The position accounts for 0.92% of the portfolio, ranked #22.

Total Clarity Wealth Management first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Total Clarity Wealth Management held 172,616 shares of Capital Group US Multi-Sector Income ETF worth $4.72M as of Q2 2026.
Total Clarity Wealth Management bought 61,620 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.69M.
Capital Group US Multi-Sector Income ETF made up 0.92% of Total Clarity Wealth Management's portfolio in Q2 2026, its #22 holding.
Total Clarity Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.