Colonial Trust’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Colonial Trust’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	$35.6K	Buy	+1,298	New	+$35.7K	﹤0.01%	576

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

Colonial Trust's CGMS Position: Q2 2026 in Review

Colonial Trust opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 1,298 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings.

359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Colonial Trust held 1,298 shares of Capital Group US Multi-Sector Income ETF worth $35.6K as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Colonial Trust position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #576 holding.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.