Benjamin Edwards Inc’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Benjamin Edwards Inc’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	$26.3M	Buy	960,524 +236,223	+33%	+$6.49M	0.24%	118
2026 Q1	$19.7M	Buy	724,301 +135,224	+23%	+$3.73M	0.2%	134
2025 Q4	$16.3M	Buy	589,077 +132,242	+29%	+$3.67M	0.18%	137
2025 Q3	$12.7M	Buy	456,835 +58,349	+15%	+$1.62M	0.14%	157
2025 Q2	$11M	Buy	398,486 +17,345	+5%	+$470K	0.14%	163
2025 Q1	$10.4M	Buy	381,141 +50,812	+15%	+$1.39M	0.15%	155
2024 Q4	$9.01M	Buy	330,329 +55,982	+20%	+$1.54M	0.13%	175
2024 Q3	$7.64M	Buy	+274,347	New	+$7.55M	0.11%	195

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

Benjamin Edwards Inc's CGMS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 33% in Q2 2026, buying an estimated $6.49M and bringing the position to 960,524 shares worth $26.3M. The position accounts for 0.24% of the portfolio, ranked #118.

Benjamin Edwards Inc 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.

Benjamin Edwards Inc held 960,524 shares of Capital Group US Multi-Sector Income ETF worth $26.3M as of Q2 2026.
Benjamin Edwards Inc bought 236,223 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.49M.
Capital Group US Multi-Sector Income ETF made up 0.24% of Benjamin Edwards Inc's portfolio in Q2 2026, its #118 holding.
Benjamin Edwards Inc 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.