Beacon Financial Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Beacon Financial Advisory’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	$274K	Sell	10,022 -1,458	-13%	-$40.1K	0.05%	351
2026 Q1	$313K	Sell	11,480 -492	-4%	-$13.6K	0.07%	301
2025 Q4	$331K	Buy	11,972 +805	+7%	+$22.3K	0.08%	280
2025 Q3	$310K	Buy	11,167 +17	+0.2%	+$471	0.07%	289
2025 Q2	$308K	Buy	11,150 +78	+0.7%	+$2.11K	0.08%	267
2025 Q1	$302K	Buy	11,072 +74	+0.7%	+$2.03K	0.09%	242
2024 Q4	$300K	Buy	10,998 +819	+8%	+$22.6K	0.1%	225
2024 Q3	$283K	Buy	+10,179	New	+$280K	0.1%	225

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

Beacon Financial Advisory's CGMS Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 13% in Q2 2026, selling an estimated $40.1K and leaving 10,022 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #351.

Beacon Financial Advisory first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $331K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Beacon Financial Advisory held 10,022 shares of Capital Group US Multi-Sector Income ETF worth $274K as of Q2 2026.
Beacon Financial Advisory sold 1,458 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $40.1K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #351 holding.
Beacon Financial Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's Capital Group US Multi-Sector Income ETF position peaked at $331K in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.