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

AA Financial 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
2026 Q2	$2.12M	Buy	77,524 +2,437	+3%	+$67K	0.25%	70
2026 Q1	$2.04M	Buy	75,087 +56,957	+314%	+$1.57M	0.29%	70
2025 Q4	$501K	Buy	18,130 +8,129	+81%	+$225K	0.09%	125
2025 Q3	$278K	Buy	10,001 +95	+1%	+$2.63K	0.05%	162
2025 Q2	$274K	Hold	9,906	–	–	0.06%	159
2025 Q1	$270K	Hold	9,906	–	–	0.07%	145
2024 Q4	$270K	Hold	9,906	–	–	0.07%	140
2024 Q3	$276K	Hold	9,906	–	–	0.08%	142
2024 Q2	$267K	Hold	9,906	–	–	0.09%	137
2024 Q1	$268K	Buy	+9,906	New	+$267K	0.11%	135

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

AA Financial Advisors's CGMS Position: Q2 2026 in Review

AA Financial Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.2% in Q2 2026, buying an estimated $67K and bringing the position to 77,524 shares worth $2.12M. The position accounts for 0.25% of the portfolio, ranked #70.

AA Financial Advisors first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

AA Financial Advisors held 77,524 shares of Capital Group US Multi-Sector Income ETF worth $2.12M as of Q2 2026.
AA Financial Advisors bought 2,437 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $67K.
Capital Group US Multi-Sector Income ETF made up 0.25% of AA Financial Advisors's portfolio in Q2 2026, its #70 holding.
AA Financial Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.