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Bay Colony Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bay Colony 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 		$289K Buy
+10,591
New +$291K 0.03% 383
2025
Q1 		– Sell
-9,328
Closed -$254K – 453
2024
Q4 		$254K Sell
9,328
-36,239
-80% -$998K 0.04% 371
2024
Q3 		$1.27M Buy
+45,567
New +$1.25M 0.19% 120

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
EWA
EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Bay Colony Advisors's CGMS Position: Q2 2026 in Review

Bay Colony Advisors opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 10,591 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #383 among its holdings. This is a return to the name: Bay Colony Advisors previously reported a position in CGMS as recently as Q4 2024.

Bay Colony Advisors first reported a position in CGMS in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.27M in Q3 2024. 114 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Bay Colony Advisors held 10,591 shares of Capital Group US Multi-Sector Income ETF worth $289K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Bay Colony Advisors position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #383 holding.
  • Bay Colony Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Bay Colony Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.27M in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.