Betterment LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Betterment LLC’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	$5.69M	Buy	208,266 +51,926	+33%	+$1.43M	0.01%	167
2026 Q1	$4.26M	Sell	156,340 -159,407	-50%	-$4.4M	0.01%	182
2025 Q4	$8.72M	Buy	315,747 +9,409	+3%	+$261K	0.02%	135
2025 Q3	$8.5M	Sell	306,338 -14,075	-4%	-$390K	0.02%	132
2025 Q2	$8.85M	Buy	320,413 +3,353	+1%	+$90.9K	0.02%	128
2025 Q1	$8.66M	Buy	317,060 +19,603	+7%	+$538K	0.02%	121
2024 Q4	$8.12M	Buy	297,457 +218,128	+275%	+$6.01M	0.02%	120
2024 Q3	$2.21M	Buy	79,329 +34,710	+78%	+$955K	0.01%	179
2024 Q2	$1.2M	Buy	44,619 +21,399	+92%	+$576K	﹤0.01%	203
2024 Q1	$628K	Buy	+23,220	New	+$626K	﹤0.01%	238

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

Betterment LLC's CGMS Position: Q2 2026 in Review

Betterment LLC increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 33% in Q2 2026, buying an estimated $1.43M and bringing the position to 208,266 shares worth $5.69M. The position accounts for 0.01% of the portfolio, ranked #167.

Betterment LLC first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.85M in Q2 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Betterment LLC held 208,266 shares of Capital Group US Multi-Sector Income ETF worth $5.69M as of Q2 2026.
Betterment LLC bought 51,926 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.43M.
Capital Group US Multi-Sector Income ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #167 holding.
Betterment LLC first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
Betterment LLC's Capital Group US Multi-Sector Income ETF position peaked at $8.85M in Q2 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.