WealthCare Investment Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

WealthCare Investment 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	$580K	Buy	21,204 +297	+1%	+$8.16K	0.14%	117
2026 Q1	$571K	Buy	20,907 +158	+0.8%	+$4.36K	0.16%	113
2025 Q4	$573K	Buy	20,749 +312	+2%	+$8.65K	0.17%	110
2025 Q3	$568K	Buy	20,437 +150	+0.7%	+$4.16K	0.18%	107
2025 Q2	$560K	Sell	20,287 -579	-3%	-$15.7K	0.2%	96
2025 Q1	$556K	Sell	20,866 -1,230	-6%	-$33.8K	0.24%	80
2024 Q4	$602K	Buy	22,096 +354	+2%	+$9.75K	0.26%	79
2024 Q3	$600K	Buy	21,742 +303	+1%	+$8.34K	0.26%	76
2024 Q2	$577K	Sell	21,439 -461	-2%	-$12.4K	0.27%	77
2024 Q1	$592K	Buy	21,900 +213	+1%	+$5.74K	0.29%	72
2023 Q4	$583K	Buy	+21,687	New	+$563K	0.32%	69

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

WealthCare Investment Partners's CGMS Position: Q2 2026 in Review

WealthCare Investment Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.4% in Q2 2026, buying an estimated $8.16K and bringing the position to 21,204 shares worth $580K. The position accounts for 0.14% of the portfolio, ranked #117.

WealthCare Investment Partners first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q4 2024. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

WealthCare Investment Partners held 21,204 shares of Capital Group US Multi-Sector Income ETF worth $580K as of Q2 2026.
WealthCare Investment Partners bought 297 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $8.16K.
Capital Group US Multi-Sector Income ETF made up 0.14% of WealthCare Investment Partners's portfolio in Q2 2026, its #117 holding.
WealthCare Investment Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
WealthCare Investment Partners's Capital Group US Multi-Sector Income ETF position peaked at $602K in Q4 2024.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.