Blueprint Investment Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Blueprint Investment Partners’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	$1.14M	Buy	41,673 +465	+1%	+$12.8K	0.1%	109
2026 Q1	$1.12M	Buy	41,208 +7,724	+23%	+$213K	0.11%	90
2025 Q4	$925K	Buy	33,484 +8,003	+31%	+$222K	0.1%	95
2025 Q3	$707K	Buy	+25,481	New	+$706K	0.1%	101

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

Blueprint Investment Partners's CGMS Position: Q2 2026 in Review

Blueprint Investment Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 41,673 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #109.

Blueprint Investment Partners first reported a position in CGMS in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Blueprint Investment Partners held 41,673 shares of Capital Group US Multi-Sector Income ETF worth $1.14M as of Q2 2026.
Blueprint Investment Partners bought 465 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $12.8K.
Capital Group US Multi-Sector Income ETF made up 0.1% of Blueprint Investment Partners's portfolio in Q2 2026, its #109 holding.
Blueprint Investment Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and has held it in 4 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.