Winch Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Winch Advisory Services’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	$21.6M	Buy	791,200 +11,246	+1%	+$309K	4.49%	7
2026 Q1	$21.2M	Buy	779,954 +7,872	+1%	+$217K	4.85%	7
2025 Q4	$21.3M	Buy	772,082 +20,974	+3%	+$581K	4.72%	7
2025 Q3	$20.8M	Buy	751,108 +9,672	+1%	+$268K	4.69%	8
2025 Q2	$20.5M	Buy	741,436 +8,542	+1%	+$232K	5%	7
2025 Q1	$20M	Buy	732,894 +13,651	+2%	+$375K	5.29%	7
2024 Q4	$19.6M	Buy	719,243 +145,538	+25%	+$4.01M	5.1%	5
2024 Q3	$16M	Buy	573,705 +6,449	+1%	+$177K	4.42%	9
2024 Q2	$15.3M	Buy	567,256 +14,751	+3%	+$397K	4.37%	9
2024 Q1	$14.9M	Buy	552,505 +267,257	+94%	+$7.21M	4.56%	10
2023 Q4	$7.7M	Buy	285,248 +281,751	+8,057%	+$7.31M	2.55%	13
2023 Q3	$89K	Buy	+3,497	New	+$90.9K	0.03%	106

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

Winch Advisory Services's CGMS Position: Q2 2026 in Review

Winch Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.4% in Q2 2026, buying an estimated $309K and bringing the position to 791,200 shares worth $21.6M. The position accounts for 4.49% of the portfolio, ranked #7.

Winch Advisory Services first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Winch Advisory Services held 791,200 shares of Capital Group US Multi-Sector Income ETF worth $21.6M as of Q2 2026.
Winch Advisory Services bought 11,246 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $309K.
Capital Group US Multi-Sector Income ETF made up 4.49% of Winch Advisory Services's portfolio in Q2 2026, its #7 holding.
Winch Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.