Concurrent Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Concurrent Investment Advisors’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	$8.4M	Buy	307,249 +36,922	+14%	+$1.01M	0.07%	305
2026 Q1	$7.36M	Sell	270,327 -186,912	-41%	-$5.16M	0.08%	270
2025 Q4	$12.6M	Buy	457,239 +220,265	+93%	+$6.11M	0.14%	153
2025 Q3	$6.58M	Buy	236,974 +48,421	+26%	+$1.34M	0.11%	193
2025 Q2	$5.21M	Buy	188,553 +33,459	+22%	+$907K	0.1%	212
2025 Q1	$4.23M	Sell	155,094 -1,017	-0.7%	-$27.9K	0.1%	219
2024 Q4	$4.26M	Sell	156,111 -11,485	-7%	-$316K	0.11%	181
2024 Q3	$4.67M	Sell	167,596 -1,139	-0.7%	-$31.3K	0.14%	155
2024 Q2	$4.54M	Buy	+168,735	New	+$4.54M	0.15%	148

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 22.9% 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

Concurrent Investment Advisors's CGMS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 14% in Q2 2026, buying an estimated $1.01M and bringing the position to 307,249 shares worth $8.4M. The position accounts for 0.07% of the portfolio, ranked #305.

Concurrent Investment Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Concurrent Investment Advisors held 307,249 shares of Capital Group US Multi-Sector Income ETF worth $8.4M as of Q2 2026.
Concurrent Investment Advisors bought 36,922 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.01M.
Capital Group US Multi-Sector Income ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #305 holding.
Concurrent Investment Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Capital Group US Multi-Sector Income ETF position peaked at $12.6M in Q4 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.