FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Sell
9,198
-12,759
-58% -$351K 0.15% 71
2026
Q1
$598K Buy
+21,957
New +$606K 0.37% 59

Other funds holding CGMS

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CGMS Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 58% in Q2 2026, selling an estimated $351K and leaving 9,198 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #71.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CGMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $598K in Q1 2026. 246 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 9,198 shares of Capital Group US Multi-Sector Income ETF worth $251K as of Q2 2026.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 12,759 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $351K.
  • Capital Group US Multi-Sector Income ETF made up 0.15% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #71 holding.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and has held it in 2 quarters since.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Capital Group US Multi-Sector Income ETF position peaked at $598K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.