Barnes Pettey Financial Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Barnes Pettey Financial Advisors’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	$996K	Buy	36,451 +5,988	+20%	+$165K	0.31%	63
2026 Q1	$830K	Buy	30,463 +3,932	+15%	+$109K	0.36%	66
2025 Q4	$733K	Buy	26,531 +5,516	+26%	+$153K	0.36%	61
2025 Q3	$583K	Buy	21,015 +4,765	+29%	+$132K	0.32%	60
2025 Q2	$449K	Buy	16,250 +2,248	+16%	+$60.9K	0.3%	61
2025 Q1	$382K	Buy	14,002 +2,378	+20%	+$65.3K	0.3%	63
2024 Q4	$317K	Buy	11,624 +683	+6%	+$18.8K	0.24%	73
2024 Q3	$305K	Buy	+10,941	New	+$301K	0.24%	72

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

Barnes Pettey Financial Advisors's CGMS Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 20% in Q2 2026, buying an estimated $165K and bringing the position to 36,451 shares worth $996K. The position accounts for 0.31% of the portfolio, ranked #63.

Barnes Pettey Financial Advisors first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Barnes Pettey Financial Advisors held 36,451 shares of Capital Group US Multi-Sector Income ETF worth $996K as of Q2 2026.
Barnes Pettey Financial Advisors bought 5,988 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $165K.
Capital Group US Multi-Sector Income ETF made up 0.31% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #63 holding.
Barnes Pettey Financial Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.