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Aurdan Capital Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Aurdan Capital Management’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 		$555K Buy
20,302
+86
+0.4% +$2.36K 0.14% 62
2026
Q1 		$550K Buy
20,216
+2,318
+13% +$64K 0.17% 64
2025
Q4 		$494K Buy
17,898
+57
+0.3% +$1.58K 0.15% 62
2025
Q3 		$495K Buy
17,841
+270
+2% +$7.48K 0.16% 60
2025
Q2 		$485K Buy
17,571
+796
+5% +$21.6K 0.17% 61
2025
Q1 		$458K Buy
16,775
+1,965
+13% +$53.9K 0.17% 64
2024
Q4 		$404K Buy
+14,810
New +$408K 0.16% 65

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Aurdan Capital Management's CGMS Position: Q2 2026 in Review

Aurdan Capital Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.43% in Q2 2026, buying an estimated $2.36K and bringing the position to 20,302 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #62.

Aurdan Capital Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Aurdan Capital Management held 20,302 shares of Capital Group US Multi-Sector Income ETF worth $555K as of Q2 2026.
  • Aurdan Capital Management bought 86 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.36K.
  • Capital Group US Multi-Sector Income ETF made up 0.14% of Aurdan Capital Management's portfolio in Q2 2026, its #62 holding.
  • Aurdan Capital Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.