Wedbush Securities’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wedbush Securities’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	$1.72M	Buy	62,851 +705	+1%	+$19.4K	0.04%	326
2026 Q1	$1.69M	Buy	62,146 +9,657	+18%	+$267K	0.05%	308
2025 Q4	$1.45M	Buy	52,489 +7,316	+16%	+$203K	0.04%	329
2025 Q3	$1.25M	Buy	45,173 +12,216	+37%	+$339K	0.04%	356
2025 Q2	$910K	Buy	32,957 +4,038	+14%	+$109K	0.03%	438
2025 Q1	$789K	Sell	28,919 -1,873	-6%	-$51.4K	0.03%	455
2024 Q4	$840K	Buy	30,792 +10,400	+51%	+$286K	0.03%	432
2024 Q3	$568K	Buy	20,392 +1,595	+8%	+$43.9K	0.02%	560
2024 Q2	$506K	Buy	+18,797	New	+$506K	0.02%	621

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

Wedbush Securities's CGMS Position: Q2 2026 in Review

Wedbush Securities increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.1% in Q2 2026, buying an estimated $19.4K and bringing the position to 62,851 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #326.

Wedbush Securities first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Wedbush Securities held 62,851 shares of Capital Group US Multi-Sector Income ETF worth $1.72M as of Q2 2026.
Wedbush Securities bought 705 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $19.4K.
Capital Group US Multi-Sector Income ETF made up 0.04% of Wedbush Securities's portfolio in Q2 2026, its #326 holding.
Wedbush Securities first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.