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

Advisornet Financial’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	$136K	Hold	4,967	–	–	0.01%	762
2026 Q1	$135K	Sell	4,967 -683	-12%	-$18.8K	0.01%	717
2025 Q4	$156K	Buy	5,650 +1,099	+24%	+$30.5K	0.01%	672
2025 Q3	$126K	Hold	4,551	–	–	0.01%	726
2025 Q2	$126K	Buy	4,551 +1,836	+68%	+$49.8K	0.01%	697
2025 Q1	$74.1K	Hold	2,715	–	–	0.01%	808
2024 Q4	$74.1K	Buy	+2,715	New	+$74.8K	0.01%	762

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 22.9% 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

Advisornet Financial's CGMS Position: Q2 2026 in Review

Advisornet Financial held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 4,967 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #762.

Advisornet Financial first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Advisornet Financial held 4,967 shares of Capital Group US Multi-Sector Income ETF worth $136K as of Q2 2026.
Advisornet Financial left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #762 holding.
Advisornet Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Advisornet Financial's Capital Group US Multi-Sector Income ETF position peaked at $156K in Q4 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.