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Rose Capital Advisors LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Rose Capital Advisors LLC’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 		$260K Buy
+9,524
New +$262K 0.13% 91

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Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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KAS
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BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rose Capital Advisors LLC's CGMS Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 9,524 shares worth $260K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings.

232 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Rose Capital Advisors LLC held 9,524 shares of Capital Group US Multi-Sector Income ETF worth $260K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.13% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #91 holding.
  • 232 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.