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

Carmel Capital Partners’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 Q3	$7.7M	Sell	293,376 -75,888	-21%	-$2.05M	2.75%	8
2026 Q2	$10.1M	Sell	369,264 -3,707	-1%	-$102K	3.33%	4
2026 Q1	$10.2M	Buy	372,971 +28,398	+8%	+$784K	3.67%	3
2025 Q4	$9.5M	Buy	344,573 +173,206	+101%	+$4.8M	3.34%	4
2025 Q3	$4.76M	Sell	171,367 -44,126	-20%	-$1.22M	2%	7
2025 Q2	$5.95M	Buy	215,493 +17,327	+9%	+$470K	2.09%	7
2025 Q1	$5.41M	Buy	+198,166	New	+$5.44M	2.13%	11

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Carmel Capital Partners's CGMS Position: Q3 2026 in Review

Carmel Capital Partners reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 21% in Q3 2026, selling an estimated $2.05M and leaving 293,376 shares worth $7.7M. The position accounts for 2.75% of the portfolio, ranked #8.

Carmel Capital Partners first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2026. 329 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Carmel Capital Partners held 293,376 shares of Capital Group US Multi-Sector Income ETF worth $7.7M as of Q3 2026.
Carmel Capital Partners sold 75,888 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $2.05M.
Capital Group US Multi-Sector Income ETF made up 2.75% of Carmel Capital Partners's portfolio in Q3 2026, its #8 holding.
Carmel Capital Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
Carmel Capital Partners's Capital Group US Multi-Sector Income ETF position peaked at $10.2M in Q1 2026.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.