TA
CGMS icon

TrueWealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

TrueWealth Advisors’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 		$21.8M Buy
796,067
+7,272
+0.9% +$200K 4.91% 4
2026
Q1 		$21.5M Buy
788,795
+143,585
+22% +$3.96M 5.4% 4
2025
Q4 		$17.8M Sell
645,210
-153,782
-19% -$4.26M 4.61% 4
2025
Q3 		$22.2M Buy
798,992
+19,283
+2% +$534K 6% 3
2025
Q2 		$21.5M Buy
779,709
+46,354
+6% +$1.26M 6.37% 3
2025
Q1 		$20M Buy
733,355
+111,515
+18% +$3.06M 6.58% 2
2024
Q4 		$17M Buy
621,840
+19,182
+3% +$528K 5.66% 2
2024
Q3 		$16.8M Buy
602,658
+75,594
+14% +$2.08M 5.61% 3
2024
Q2 		$14.2M Buy
527,064
+90,577
+21% +$2.44M 5.25% 3
2024
Q1 		$11.8M Sell
436,487
-35,888
-8% -$968K 4.56% 3
2023
Q4 		$12.7M Buy
472,375
+75,603
+19% +$1.96M 4.94% 4
2023
Q3 		$10.1M Buy
+396,772
New +$10.3M 4.27% 4

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TrueWealth Advisors's CGMS Position: Q2 2026 in Review

TrueWealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.92% in Q2 2026, buying an estimated $200K and bringing the position to 796,067 shares worth $21.8M. The position accounts for 4.91% of the portfolio, ranked #4.

TrueWealth Advisors first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.2M in Q3 2025. 55 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • TrueWealth Advisors held 796,067 shares of Capital Group US Multi-Sector Income ETF worth $21.8M as of Q2 2026.
  • TrueWealth Advisors bought 7,272 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $200K.
  • Capital Group US Multi-Sector Income ETF made up 4.91% of TrueWealth Advisors's portfolio in Q2 2026, its #4 holding.
  • TrueWealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
  • TrueWealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $22.2M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.