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

Brookwood Investment Group’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	$521K	Sell	19,047 -808	-4%	-$22.2K	0.06%	294
2026 Q1	$541K	Buy	19,855 +5,785	+41%	+$160K	0.07%	273
2025 Q4	$389K	Hold	14,070	–	–	0.05%	341
2025 Q3	$390K	Hold	14,070	–	–	0.05%	323
2025 Q2	$389K	Buy	14,070 +145	+1%	+$3.93K	0.06%	286
2025 Q1	$380K	Buy	+13,925	New	+$382K	0.07%	266

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

Brookwood Investment Group's CGMS Position: Q2 2026 in Review

Brookwood Investment Group reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.1% in Q2 2026, selling an estimated $22.2K and leaving 19,047 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #294.

Brookwood Investment Group first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $541K in Q1 2026. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Brookwood Investment Group held 19,047 shares of Capital Group US Multi-Sector Income ETF worth $521K as of Q2 2026.
Brookwood Investment Group sold 808 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $22.2K.
Capital Group US Multi-Sector Income ETF made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #294 holding.
Brookwood Investment Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Capital Group US Multi-Sector Income ETF position peaked at $541K in Q1 2026.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.