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

Capital Advantage’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 		$104M Buy
3,791,682
+1,292,902
+52% +$35.5M 12.64% 1
2026
Q1 		$68M Buy
2,498,780
+190,612
+8% +$5.26M 8.89% 2
2025
Q4 		$63.8M Buy
2,308,168
+138,954
+6% +$3.85M 8.6% 2
2025
Q3 		$60.2M Buy
2,169,214
+60,898
+3% +$1.69M 9.05% 2
2025
Q2 		$58.2M Buy
+2,108,316
New +$57.1M 9.22% 2

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 22.96% 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
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Capital Advantage's CGMS Position: Q2 2026 in Review

Capital Advantage increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 52% in Q2 2026, buying an estimated $35.5M and bringing the position to 3,791,682 shares worth $104M. The position accounts for 12.64% of the portfolio, ranked #1.

Capital Advantage first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Capital Advantage held 3,791,682 shares of Capital Group US Multi-Sector Income ETF worth $104M as of Q2 2026.
  • Capital Advantage bought 1,292,902 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $35.5M.
  • Capital Group US Multi-Sector Income ETF made up 12.64% of Capital Advantage's portfolio in Q2 2026, its #1 holding.
  • Capital Advantage first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.