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

Tradition 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	$298K	Sell	10,900 -161	-1%	-$4.43K	0.02%	416
2026 Q1	$301K	Sell	11,061 -161	-1%	-$4.44K	0.02%	388
2025 Q4	$310K	Sell	11,222 -678	-6%	-$18.8K	0.02%	373
2025 Q3	$330K	Buy	11,900 +500	+4%	+$13.9K	0.02%	349
2025 Q2	$315K	Sell	11,400 -100	-0.9%	-$2.71K	0.03%	340
2025 Q1	$314K	Hold	11,500	–	–	0.03%	325
2024 Q4	$314K	Hold	11,500	–	–	0.03%	317
2024 Q3	$320K	Sell	11,500 -2,250	-16%	-$61.9K	0.03%	312
2024 Q2	$370K	Hold	13,750	–	–	0.04%	280
2024 Q1	$372K	Sell	13,750 -250	-2%	-$6.74K	0.04%	265
2023 Q4	$378K	Buy	14,000 +1,000	+8%	+$26K	0.04%	243
2023 Q3	$332K	Hold	13,000	–	–	0.04%	236
2023 Q2	$339K	Buy	13,000 +12,750	+5,100%	+$334K	0.04%	229
2023 Q1	$7K	Buy	+250	New	+$6.55K	﹤0.01%	1069

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

Tradition Wealth Management's CGMS Position: Q2 2026 in Review

Tradition Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.5% in Q2 2026, selling an estimated $4.43K and leaving 10,900 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #416.

Tradition Wealth Management first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $378K in Q4 2023. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Tradition Wealth Management held 10,900 shares of Capital Group US Multi-Sector Income ETF worth $298K as of Q2 2026.
Tradition Wealth Management sold 161 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $4.43K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #416 holding.
Tradition Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
Tradition Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $378K in Q4 2023.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.