Brinker Capital Investments’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Brinker Capital Investments’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	$2.17M	Sell	79,511 -51,524	-39%	-$1.42M	0.02%	751
2026 Q1	$3.57M	Buy	131,035 +4,709	+4%	+$130K	0.03%	492
2025 Q4	$3.49M	Buy	126,326 +13,348	+12%	+$370K	0.03%	587
2025 Q3	$3.14M	Buy	112,978 +78,546	+228%	+$2.18M	0.02%	611
2025 Q2	$951K	Buy	34,432 +11,952	+53%	+$324K	0.01%	1212
2025 Q1	$614K	Buy	22,480 +8,724	+63%	+$239K	0.01%	1315
2024 Q4	$375K	Buy	+13,756	New	+$379K	﹤0.01%	1451

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 22.9% 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

Brinker Capital Investments's CGMS Position: Q2 2026 in Review

Brinker Capital Investments reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 39% in Q2 2026, selling an estimated $1.42M and leaving 79,511 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #751.

Brinker Capital Investments first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q1 2026. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Brinker Capital Investments held 79,511 shares of Capital Group US Multi-Sector Income ETF worth $2.17M as of Q2 2026.
Brinker Capital Investments sold 51,524 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.42M.
Capital Group US Multi-Sector Income ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #751 holding.
Brinker Capital Investments first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Brinker Capital Investments's Capital Group US Multi-Sector Income ETF position peaked at $3.57M in Q1 2026.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.