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

Argyle Capital 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	$1.44M	Buy	52,545 +3,447	+7%	+$94.8K	0.9%	33
2026 Q1	$1.34M	Buy	49,098 +10,690	+28%	+$295K	0.96%	33
2025 Q4	$1.06M	Buy	38,408 +3,790	+11%	+$105K	0.78%	38
2025 Q3	$961K	Buy	34,618 +6,378	+23%	+$177K	0.69%	46
2025 Q2	$780K	Buy	28,240 +6,349	+29%	+$172K	0.64%	49
2025 Q1	$598K	Buy	+21,891	New	+$601K	0.51%	62

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

Argyle Capital Partners's CGMS Position: Q2 2026 in Review

Argyle Capital Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 7% in Q2 2026, buying an estimated $94.8K and bringing the position to 52,545 shares worth $1.44M. The position accounts for 0.9% of the portfolio, ranked #33.

Argyle Capital Partners first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Argyle Capital Partners held 52,545 shares of Capital Group US Multi-Sector Income ETF worth $1.44M as of Q2 2026.
Argyle Capital Partners bought 3,447 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $94.8K.
Capital Group US Multi-Sector Income ETF made up 0.9% of Argyle Capital Partners's portfolio in Q2 2026, its #33 holding.
Argyle Capital Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.