Burford Brothers’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Burford Brothers’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	$846K	Sell	30,954 -2	-0%	-$55	0.31%	72
2026 Q1	$843K	Buy	30,956 +414	+1%	+$11.4K	0.35%	70
2025 Q4	$844K	Sell	30,542 -2,794	-8%	-$77.5K	0.35%	61
2025 Q3	$925K	Sell	33,336 -594	-2%	-$16.5K	0.4%	60
2025 Q2	$937K	Sell	33,930 -1,186	-3%	-$32.1K	0.43%	55
2025 Q1	$959K	Buy	35,116 +4,053	+13%	+$111K	0.47%	52
2024 Q4	$847K	Sell	31,063 -4,135	-12%	-$114K	0.42%	55
2024 Q3	$980K	Sell	35,198 -410	-1%	-$11.3K	0.51%	46
2024 Q2	$959K	Sell	35,608 -777	-2%	-$20.9K	0.56%	43
2024 Q1	$984K	Buy	+36,385	New	+$981K	0.65%	36

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

Burford Brothers's CGMS Position: Q2 2026 in Review

Burford Brothers reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.01% in Q2 2026, selling an estimated $55 and leaving 30,954 shares worth $846K. The position accounts for 0.31% of the portfolio, ranked #72.

Burford Brothers first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $984K in Q1 2024. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Burford Brothers held 30,954 shares of Capital Group US Multi-Sector Income ETF worth $846K as of Q2 2026.
Burford Brothers sold 2 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $55.
Capital Group US Multi-Sector Income ETF made up 0.31% of Burford Brothers's portfolio in Q2 2026, its #72 holding.
Burford Brothers first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
Burford Brothers's Capital Group US Multi-Sector Income ETF position peaked at $984K in Q1 2024.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.