WESPAC Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

WESPAC Advisors’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	-80,113	Closed	-$2.22M	–	188
2025 Q3	$2.22M	Buy	80,113 +47,874	+148%	+$1.33M	1.3%	14
2025 Q2	$890K	Buy	32,239 +4,330	+16%	+$117K	0.62%	63
2025 Q1	$762K	Buy	27,909 +6,237	+29%	+$171K	0.62%	65
2024 Q4	$591K	Sell	21,672 -569	-3%	-$15.7K	0.44%	90
2024 Q3	$619K	Buy	22,241 +1,775	+9%	+$48.8K	0.46%	79
2024 Q2	$551K	Sell	20,466 -53	-0.3%	-$1.43K	0.43%	83
2024 Q1	$555K	Buy	20,519 +12,513	+156%	+$337K	0.32%	101
2023 Q4	$216K	Buy	+8,006	New	+$208K	0.15%	138

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WESPAC Advisors's CGMS Position: Q4 2025 in Review

WESPAC Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 80,113 shares — an estimated $2.22M sold.

WESPAC Advisors first reported a position in CGMS in Q4 2023 and held it in 8 quarters. The position peaked at $2.22M in Q3 2025. 316 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

WESPAC Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 80,113 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $2.22M.
WESPAC Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and held it in 8 quarters.
WESPAC Advisors's Capital Group US Multi-Sector Income ETF position peaked at $2.22M in Q3 2025.
316 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.