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

Waterfront Wealth’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	$915K	Buy	33,552 +2,831	+9%	+$77.8K	0.14%	175
2026 Q1	$837K	Buy	30,721 +2,644	+9%	+$73K	0.15%	170
2025 Q4	$780K	Buy	28,077 +1,087	+4%	+$30.1K	0.15%	169
2025 Q3	$751K	Buy	26,990 +358	+1%	+$9.92K	0.15%	170
2025 Q2	$736K	Sell	26,632 -18	-0.1%	-$488	0.16%	165
2025 Q1	$728K	Buy	26,650 +4,850	+22%	+$133K	0.18%	164
2024 Q4	$595K	Buy	21,800 +798	+4%	+$22K	0.14%	172
2024 Q3	$577K	Buy	+21,002	New	+$578K	0.14%	177

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

Waterfront Wealth's CGMS Position: Q2 2026 in Review

Waterfront Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 9.2% in Q2 2026, buying an estimated $77.8K and bringing the position to 33,552 shares worth $915K. The position accounts for 0.14% of the portfolio, ranked #175.

Waterfront Wealth first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Waterfront Wealth held 33,552 shares of Capital Group US Multi-Sector Income ETF worth $915K as of Q2 2026.
Waterfront Wealth bought 2,831 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $77.8K.
Capital Group US Multi-Sector Income ETF made up 0.14% of Waterfront Wealth's portfolio in Q2 2026, its #175 holding.
Waterfront Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.