Cary Street Partners Investment Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q2	–	Sell	-62,602	Closed	-$1.65M	–	1754
2023 Q1	$1.65M	Buy	+62,602	New	+$1.64M	0.12%	186

Other funds holding CGMS

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's CGMS Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2023, closing a stake of 62,602 shares — an estimated $1.65M sold.

Cary Street Partners Investment Advisory first reported a position in CGMS in Q1 2023 and held it in 1 quarter. The position peaked at $1.65M in Q1 2023. 44 funds tracked by Wall St. Rank hold CGMS as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 62,602 Capital Group US Multi-Sector Income ETF shares in Q2 2023, an estimated $1.65M.
Cary Street Partners Investment Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Capital Group US Multi-Sector Income ETF position peaked at $1.65M in Q1 2023.
44 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.