Wayfinding Financial’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wayfinding Financial’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
2025 Q4	–	Sell	-105,633	Closed	-$2.93M	–	156
2025 Q3	$2.93M	Buy	105,633 +385	+0.4%	+$10.7K	1.26%	21
2025 Q2	$2.91M	Sell	105,248 -1,622	-2%	-$44K	1.3%	21
2025 Q1	$2.92M	Sell	106,870 -14,583	-12%	-$400K	1.28%	19
2024 Q4	$3.31M	Sell	121,453 -63	-0.1%	-$1.74K	1.77%	14
2024 Q3	$3.38M	Sell	121,516 -662	-0.5%	-$18.2K	2.52%	12
2024 Q2	$3.29M	Buy	122,178 +32	+0%	+$861	1.85%	14
2024 Q1	$3.29M	Buy	+122,146	New	+$3.29M	1.92%	13

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wayfinding Financial's CGMS Position: Q4 2025 in Review

Wayfinding Financial sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 105,633 shares — an estimated $2.93M sold.

Wayfinding Financial first reported a position in CGMS in Q1 2024 and held it in 7 quarters. The position peaked at $3.38M in Q3 2024. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

Wayfinding Financial reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
Wayfinding Financial sold 105,633 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $2.93M.
Wayfinding Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and held it in 7 quarters.
Wayfinding Financial's Capital Group US Multi-Sector Income ETF position peaked at $3.38M in Q3 2024.
314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Wayfinding Financial's 13F filing for Q4 2025, filed 12 Feb 2026.