Arax Advisory Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Arax Advisory Partners’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	$8.45K	Sell	309 -291	-49%	-$8K	﹤0.01%	4408
2026 Q1	$16.3K	Sell	600 -367	-38%	-$10.1K	﹤0.01%	2207
2025 Q4	$26.7K	Buy	+967	New	+$26.8K	﹤0.01%	1956
2025 Q3	–	Sell	-1,723	Closed	-$47.6K	–	3706
2025 Q2	$47.6K	Buy	1,723 +610	+55%	+$16.5K	﹤0.01%	1261
2025 Q1	$30.4K	Buy	+1,113	New	+$30.5K	﹤0.01%	1129

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

Arax Advisory Partners's CGMS Position: Q2 2026 in Review

Arax Advisory Partners reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 49% in Q2 2026, selling an estimated $8K and leaving 309 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Arax Advisory Partners first reported a position in CGMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $47.6K in Q2 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Arax Advisory Partners held 309 shares of Capital Group US Multi-Sector Income ETF worth $8.45K as of Q2 2026.
Arax Advisory Partners sold 291 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $8K.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4408 holding.
Arax Advisory Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's Capital Group US Multi-Sector Income ETF position peaked at $47.6K in Q2 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.