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

Cape Investment Advisory’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 		$172K Buy
+6,286
New +$173K 0.05% 255
2026
Q1 		– Sell
-4,009
Closed -$111K – 372
2025
Q4 		$111K Buy
4,009
+1,380
+52% +$38.3K 0.03% 289
2025
Q3 		$72.9K Buy
2,629
+2,126
+423% +$58.9K 0.07% 186
2025
Q2 		$13.9K Buy
+503
New +$13.6K 0.01% 577

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cape Investment Advisory's CGMS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 6,286 shares worth $172K. The stake represents 0.05% of the portfolio and ranks #255 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CGMS as recently as Q4 2025.

Cape Investment Advisory first reported a position in CGMS in Q2 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Cape Investment Advisory held 6,286 shares of Capital Group US Multi-Sector Income ETF worth $172K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Cape Investment Advisory position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #255 holding.
  • Cape Investment Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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