Western Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Western Wealth Management’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	$558K	Buy	20,400 +3,250	+19%	+$89.3K	0.02%	638
2026 Q1	$467K	Buy	17,150 +5,123	+43%	+$141K	0.02%	660
2025 Q4	$332K	Buy	12,027 +861	+8%	+$23.9K	0.02%	629
2025 Q3	$310K	Buy	11,166 +3,538	+46%	+$98K	0.02%	586
2025 Q2	$211K	Sell	7,628 -21	-0.3%	-$569	0.01%	683
2025 Q1	$209K	Buy	+7,649	New	+$210K	0.01%	642
2024 Q1	–	Sell	-13,609	Closed	-$367K	–	659
2023 Q4	$367K	Buy	+13,609	New	+$353K	0.03%	493

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

Western Wealth Management's CGMS Position: Q2 2026 in Review

Western Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q2 2026, buying an estimated $89.3K and bringing the position to 20,400 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #638.

Western Wealth Management first reported a position in CGMS in Q4 2023 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Western Wealth Management held 20,400 shares of Capital Group US Multi-Sector Income ETF worth $558K as of Q2 2026.
Western Wealth Management bought 3,250 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $89.3K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #638 holding.
Western Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.