Beacon Pointe Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Beacon Pointe 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	$42.4M	Sell	1,550,326 -10,962	-0.7%	-$301K	0.2%	112
2026 Q1	$42.5M	Buy	1,561,288 +17,792	+1%	+$491K	0.22%	97
2025 Q4	$42.6M	Buy	1,543,496 +36,793	+2%	+$1.02M	0.3%	74
2025 Q3	$41.8M	Buy	1,506,703 +1,078,569	+252%	+$29.9M	0.35%	57
2025 Q2	$11.8M	Buy	+428,134	New	+$11.6M	0.12%	158

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 Pointe Advisors's CGMS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.7% in Q2 2026, selling an estimated $301K and leaving 1,550,326 shares worth $42.4M. The position accounts for 0.2% of the portfolio, ranked #112.

Beacon Pointe Advisors first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.6M in Q4 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Beacon Pointe Advisors held 1,550,326 shares of Capital Group US Multi-Sector Income ETF worth $42.4M as of Q2 2026.
Beacon Pointe Advisors sold 10,962 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $301K.
Capital Group US Multi-Sector Income ETF made up 0.2% of Beacon Pointe Advisors's portfolio in Q2 2026, its #112 holding.
Beacon Pointe Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
Beacon Pointe Advisors's Capital Group US Multi-Sector Income ETF position peaked at $42.6M in Q4 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.