WR Wealth Planners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

WR Wealth Planners’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
2024 Q4	$365K	Sell	13,376 -12,313	-48%	-$339K	0.12%	113
2024 Q3	$715K	Buy	25,689 +718	+3%	+$19.8K	0.2%	81
2024 Q2	$672K	Sell	24,971 -478	-2%	-$12.9K	0.21%	77
2024 Q1	$688K	Buy	+25,449	New	+$686K	0.21%	68
2023 Q4	–	Sell	-2,834	Closed	-$72.3K	–	287
2023 Q3	$72.3K	Hold	2,834	–	–	0.03%	278
2023 Q2	$73.8K	Buy	2,834 +560	+25%	+$14.7K	0.03%	276
2023 Q1	$59.9K	Hold	2,274	–	–	0.03%	294
2022 Q4	$58.5K	Buy	+2,274	New	+$58.8K	0.04%	162

Other funds holding CGMS

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WR Wealth Planners's CGMS Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 48% in Q4 2024, selling an estimated $339K and leaving 13,376 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #113.

WR Wealth Planners first reported a position in CGMS in Q4 2022 and has held it in 8 quarters since. The position peaked at $715K in Q3 2024. 221 funds tracked by Wall St. Rank hold CGMS as of Q4 2024.

WR Wealth Planners held 13,376 shares of Capital Group US Multi-Sector Income ETF worth $365K as of Q4 2024.
WR Wealth Planners sold 12,313 Capital Group US Multi-Sector Income ETF shares in Q4 2024, an estimated $339K.
Capital Group US Multi-Sector Income ETF made up 0.12% of WR Wealth Planners's portfolio in Q4 2024, its #113 holding.
WR Wealth Planners first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 8 quarters since.
WR Wealth Planners's Capital Group US Multi-Sector Income ETF position peaked at $715K in Q3 2024.
221 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.