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 Q3	$671K	Buy	25,580 +5,278	+26%	+$143K	0.15%	60
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Aurdan Capital Management's CGMS Position: Q3 2026 in Review

Aurdan Capital Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 26% in Q3 2026, buying an estimated $143K and bringing the position to 25,580 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #60.

Aurdan Capital Management first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. 306 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Aurdan Capital Management held 25,580 shares of Capital Group US Multi-Sector Income ETF worth $671K as of Q3 2026.
Aurdan Capital Management bought 5,278 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $143K.
Capital Group US Multi-Sector Income ETF made up 0.15% of Aurdan Capital Management's portfolio in Q3 2026, its #60 holding.
Aurdan Capital Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
306 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Aurdan Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.