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Choreo LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Choreo LLC’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 		$428K Buy
15,661
+5,847
+60% +$161K ﹤0.01% 1092
2026
Q1 		$267K Buy
9,814
+2,400
+32% +$66.2K ﹤0.01% 1316
2025
Q4 		$205K Buy
+7,414
New +$206K ﹤0.01% 1443

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

Choreo LLC's CGMS Position: Q2 2026 in Review

Choreo LLC increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 60% in Q2 2026, buying an estimated $161K and bringing the position to 15,661 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Choreo LLC first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Choreo LLC held 15,661 shares of Capital Group US Multi-Sector Income ETF worth $428K as of Q2 2026.
  • Choreo LLC bought 5,847 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $161K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1092 holding.
  • Choreo LLC first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.