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

Capital International Investors’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	$260K	Buy	+9,496	New	+$261K	﹤0.01%	440
2025 Q4	–	Sell	-62,904	Closed	-$1.75M	–	462
2025 Q3	$1.75M	Sell	62,904 -59,988	-49%	-$1.66M	﹤0.01%	420
2025 Q2	$3.39M	Buy	122,892 +30,999	+34%	+$840K	﹤0.01%	407
2025 Q1	$2.51M	Sell	91,893 -120,245	-57%	-$3.3M	﹤0.01%	414
2024 Q4	$5.79M	Buy	212,138 +161,026	+315%	+$4.43M	﹤0.01%	414
2024 Q3	$1.42M	Sell	51,112 -40,968	-44%	-$1.13M	﹤0.01%	417
2024 Q2	$2.48M	Buy	92,080 +32,080	+53%	+$863K	﹤0.01%	419
2024 Q1	$1.62M	Sell	60,000 -105,000	-64%	-$2.83M	﹤0.01%	417
2023 Q4	$4.45M	Sell	165,000 -138,000	-46%	-$3.58M	﹤0.01%	415
2023 Q3	$7.73M	Sell	303,000 -903,000	-75%	-$23.5M	﹤0.01%	409
2023 Q2	$31.4M	Sell	1,206,000 -420,000	-26%	-$11M	0.01%	360
2023 Q1	$42.8M	Sell	1,626,000 -230,000	-12%	-$6.03M	0.01%	347
2022 Q4	$47.7M	Buy	+1,856,000	New	+$48M	0.01%	330

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 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

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

GVAG

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capital International Investors's CGMS Position: Q2 2026 in Review

Capital International Investors opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 9,496 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Capital International Investors previously reported a position in CGMS as recently as Q3 2025.

Capital International Investors first reported a position in CGMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $47.7M in Q4 2022. 302 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Capital International Investors held 9,496 shares of Capital Group US Multi-Sector Income ETF worth $260K as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Capital International Investors position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Capital International Investors's portfolio in Q2 2026, its #440 holding.
Capital International Investors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 13 quarters since.
Capital International Investors's Capital Group US Multi-Sector Income ETF position peaked at $47.7M in Q4 2022.
302 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.