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Wealthcare Advisory Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wealthcare Advisory Partners’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 		$456K Buy
16,681
+334
+2% +$9.18K 0.01% 734
2026
Q1 		$445K Buy
16,347
+282
+2% +$7.78K 0.01% 741
2025
Q4 		$444K Sell
16,065
-7,251
-31% -$201K 0.01% 727
2025
Q3 		$647K Buy
23,316
+432
+2% +$12K 0.01% 604
2025
Q2 		$632K Buy
22,884
+978
+4% +$26.5K 0.01% 591
2025
Q1 		$598K Buy
21,906
+85
+0.4% +$2.33K 0.02% 555
2024
Q4 		$595K Buy
21,821
+252
+1% +$6.94K 0.02% 534
2024
Q3 		$600K Buy
21,569
+1,156
+6% +$31.8K 0.02% 529
2024
Q2 		$550K Sell
20,413
-15
-0.1% -$404 0.02% 516
2024
Q1 		$552K Sell
20,428
-27
-0.1% -$728 0.02% 520
2023
Q4 		$552K Buy
20,455
+649
+3% +$16.8K 0.02% 468
2023
Q3 		$506K Buy
19,806
+11,731
+145% +$305K 0.02% 429
2023
Q2 		$210K Sell
8,075
-1,000
-11% -$26.2K 0.01% 663
2023
Q1 		$239K Buy
+9,075
New +$238K 0.01% 646

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthcare Advisory Partners's CGMS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2% in Q2 2026, buying an estimated $9.18K and bringing the position to 16,681 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #734.

Wealthcare Advisory Partners first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $647K in Q3 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Wealthcare Advisory Partners held 16,681 shares of Capital Group US Multi-Sector Income ETF worth $456K as of Q2 2026.
  • Wealthcare Advisory Partners bought 334 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $9.18K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #734 holding.
  • Wealthcare Advisory Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealthcare Advisory Partners's Capital Group US Multi-Sector Income ETF position peaked at $647K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.