CAP Partners LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

CAP Partners LLC’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	$642K	Buy	23,485 +1,456	+7%	+$40K	0.31%	77
2026 Q1	$600K	Buy	22,029 +623	+3%	+$17.2K	0.34%	70
2025 Q4	$591K	Buy	21,406 +928	+5%	+$25.7K	0.34%	71
2025 Q3	$568K	Sell	20,478 -1,613	-7%	-$44.7K	0.32%	71
2025 Q2	$610K	Buy	22,091 +484	+2%	+$13.1K	0.38%	66
2025 Q1	$590K	Buy	21,607 +1,919	+10%	+$52.7K	0.43%	62
2024 Q4	$537K	Buy	19,688 +794	+4%	+$21.9K	0.38%	67
2024 Q3	$526K	Buy	18,894 +777	+4%	+$21.4K	0.39%	64
2024 Q2	$488K	Buy	18,117 +2,178	+14%	+$58.6K	0.4%	63
2024 Q1	$431K	Buy	+15,939	New	+$430K	0.38%	66

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

CAP Partners LLC's CGMS Position: Q2 2026 in Review

CAP Partners LLC increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.6% in Q2 2026, buying an estimated $40K and bringing the position to 23,485 shares worth $642K. The position accounts for 0.31% of the portfolio, ranked #77.

CAP Partners LLC first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

CAP Partners LLC held 23,485 shares of Capital Group US Multi-Sector Income ETF worth $642K as of Q2 2026.
CAP Partners LLC bought 1,456 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $40K.
Capital Group US Multi-Sector Income ETF made up 0.31% of CAP Partners LLC's portfolio in Q2 2026, its #77 holding.
CAP Partners LLC first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.