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

TruWealth 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 Q1	$23.7M	Buy	870,241 +94,372	+12%	+$2.6M	1.14%	31
2025 Q4	$21.4M	Buy	775,869 +44,204	+6%	+$1.23M	1.05%	32
2025 Q3	$20.3M	Buy	731,665 +33,718	+5%	+$934K	1.03%	33
2025 Q2	$19.3M	Buy	697,947 +86,915	+14%	+$2.36M	1.06%	32
2025 Q1	$16.7M	Buy	611,032 +98,729	+19%	+$2.71M	1.01%	35
2024 Q4	$14M	Buy	512,303 +153,741	+43%	+$4.23M	0.84%	38
2024 Q3	$9.98M	Buy	358,562 +65,235	+22%	+$1.79M	0.61%	42
2024 Q2	$7.9M	Buy	+293,327	New	+$7.89M	0.53%	45

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TruWealth Advisors's CGMS Position: Q1 2026 in Review

TruWealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 12% in Q1 2026, buying an estimated $2.6M and bringing the position to 870,241 shares worth $23.7M. The position accounts for 1.14% of the portfolio, ranked #31.

TruWealth Advisors first reported a position in CGMS in Q2 2024 and has held it in 8 quarters since. 332 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

TruWealth Advisors held 870,241 shares of Capital Group US Multi-Sector Income ETF worth $23.7M as of Q1 2026.
TruWealth Advisors bought 94,372 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $2.6M.
Capital Group US Multi-Sector Income ETF made up 1.14% of TruWealth Advisors's portfolio in Q1 2026, its #31 holding.
TruWealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 8 quarters since.
332 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.