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

Ausdal Financial 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 		$1.35M Buy
49,370
+1,752
+4% +$48.2K 0.05% 330
2026
Q1 		$1.3M Sell
47,618
-4,768
-9% -$132K 0.06% 313
2025
Q4 		$1.45M Buy
52,386
+589
+1% +$16.3K 0.07% 280
2025
Q3 		$1.44M Buy
51,797
+2,683
+5% +$74.4K 0.07% 282
2025
Q2 		$1.36M Buy
49,114
+304
+0.6% +$8.24K 0.09% 207
2025
Q1 		$1.33M Buy
48,810
+2,763
+6% +$75.8K 0.1% 201
2024
Q4 		$1.26M Buy
46,047
+5,085
+12% +$140K 0.11% 183
2024
Q3 		$1.14M Buy
40,962
+2,860
+8% +$78.7K 0.12% 172
2024
Q2 		$1.03M Buy
38,102
+9,335
+32% +$251K 0.11% 181
2024
Q1 		$778K Buy
28,767
+27
+0.1% +$728 0.09% 201
2023
Q4 		$776K Buy
28,740
+11,480
+67% +$298K 0.1% 187
2023
Q3 		$441K Buy
+17,260
New +$449K 0.06% 265

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ausdal Financial Partners's CGMS Position: Q2 2026 in Review

Ausdal Financial Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.7% in Q2 2026, buying an estimated $48.2K and bringing the position to 49,370 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #330.

Ausdal Financial Partners first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Ausdal Financial Partners held 49,370 shares of Capital Group US Multi-Sector Income ETF worth $1.35M as of Q2 2026.
  • Ausdal Financial Partners bought 1,752 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $48.2K.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q2 2026, its #330 holding.
  • Ausdal Financial Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Ausdal Financial Partners's Capital Group US Multi-Sector Income ETF position peaked at $1.45M in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.