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 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	$9.52M	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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carmel Capital Partners's CGMS Position: Q2 2026 in Review

Carmel Capital Partners reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.99% in Q2 2026, selling an estimated $102K and leaving 369,264 shares worth $10.1M. The position accounts for 3.33% of the portfolio, ranked #4.

Carmel Capital Partners first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Carmel Capital Partners held 369,264 shares of Capital Group US Multi-Sector Income ETF worth $10.1M as of Q2 2026.
Carmel Capital Partners sold 3,707 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $102K.
Capital Group US Multi-Sector Income ETF made up 3.33% of Carmel Capital Partners's portfolio in Q2 2026, its #4 holding.
Carmel Capital Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
Carmel Capital Partners's Capital Group US Multi-Sector Income ETF position peaked at $10.2M in Q1 2026.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.