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

Bouvel 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 		$11.3M Buy
415,149
+189,151
+84% +$5.2M 2.57% 7
2026
Q1 		$6.15M Sell
225,998
-5,978
-3% -$165K 1.79% 23
2025
Q4 		$6.41M Buy
231,976
+20,104
+9% +$557K 1.85% 16
2025
Q3 		$5.88M Sell
211,872
-7,585
-3% -$210K 1.8% 19
2025
Q2 		$6.06M Buy
219,457
+3,081
+1% +$83.5K 2.05% 17
2025
Q1 		$6.02M Buy
216,376
+1,632
+0.8% +$44.8K 2.27% 9
2024
Q4 		$5.86M Sell
214,744
-1,632
-0.8% -$44.9K 2.11% 13
2024
Q3 		$6.02M Buy
216,376
+435
+0.2% +$12K 2.27% 9
2024
Q2 		$5.81M Buy
215,941
+2,478
+1% +$66.7K 2.25% 13
2024
Q1 		$5.77M Sell
213,463
-7,350
-3% -$198K 2.49% 11
2023
Q4 		$5.96M Sell
220,813
-2,583
-1% -$67.1K 2.78% 8
2023
Q3 		$5.7M Buy
+223,396
New +$5.81M 3.08% 4

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

Bouvel Investment Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 84% in Q2 2026, buying an estimated $5.2M and bringing the position to 415,149 shares worth $11.3M. The position accounts for 2.57% of the portfolio, ranked #7.

Bouvel Investment Partners first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Bouvel Investment Partners held 415,149 shares of Capital Group US Multi-Sector Income ETF worth $11.3M as of Q2 2026.
  • Bouvel Investment Partners bought 189,151 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $5.2M.
  • Capital Group US Multi-Sector Income ETF made up 2.57% of Bouvel Investment Partners's portfolio in Q2 2026, its #7 holding.
  • Bouvel Investment Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 66 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.