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Capital Group Private Client Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Capital Group Private Client Services’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 		$11.3M Buy
415,111
+815
+0.2% +$22.4K 0.16% 64
2026
Q1 		$11.3M Buy
414,296
+144
+0% +$3.97K 0.19% 62
2025
Q4 		$11.4M Sell
414,152
-13,974
-3% -$387K 0.18% 71
2025
Q3 		$11.9M Buy
428,126
+20,497
+5% +$568K 0.2% 73
2025
Q2 		$11.3M Buy
407,629
+324,680
+391% +$8.8M 0.1% 140
2025
Q1 		$2.26M Buy
82,949
+3,992
+5% +$110K 0.02% 202
2024
Q4 		$2.15M Sell
78,957
-2,252
-3% -$62K 0.02% 204
2024
Q3 		$2.26M Buy
81,209
+8,927
+12% +$246K 0.02% 201
2024
Q2 		$1.95M Buy
72,282
+1,001
+1% +$26.9K 0.02% 201
2024
Q1 		$1.93M Sell
71,281
-4,213
-6% -$114K 0.02% 202
2023
Q4 		$2.04M Buy
75,494
+13,670
+22% +$355K 0.02% 194
2023
Q3 		$1.58M Buy
61,824
+3,294
+6% +$85.7K 0.02% 195
2023
Q2 		$1.52M Buy
58,530
+845
+1% +$22.1K 0.02% 190
2023
Q1 		$1.52M Buy
57,685
+9,901
+21% +$259K 0.02% 186
2022
Q4 		$1.23M Buy
+47,784
New +$1.24M 0.02% 187

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
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

Capital Group Private Client Services's CGMS Position: Q2 2026 in Review

Capital Group Private Client Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 415,111 shares worth $11.3M. The position accounts for 0.16% of the portfolio, ranked #64.

Capital Group Private Client Services first reported a position in CGMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q3 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Capital Group Private Client Services held 415,111 shares of Capital Group US Multi-Sector Income ETF worth $11.3M as of Q2 2026.
  • Capital Group Private Client Services bought 815 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $22.4K.
  • Capital Group US Multi-Sector Income ETF made up 0.16% of Capital Group Private Client Services's portfolio in Q2 2026, its #64 holding.
  • Capital Group Private Client Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Group Private Client Services's Capital Group US Multi-Sector Income ETF position peaked at $11.9M in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.