Continuum Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Continuum 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
2026 Q2	$462K	Buy	16,916 +1,343	+9%	+$36.9K	0.04%	309
2026 Q1	$424K	Sell	15,573 -2,182	-12%	-$60.2K	0.04%	307
2025 Q4	$490K	Sell	17,755 -2,535	-12%	-$70.3K	0.05%	283
2025 Q3	$563K	Buy	20,290 +3,942	+24%	+$109K	0.06%	259
2025 Q2	$452K	Buy	16,348 +1,373	+9%	+$37.2K	0.05%	274
2025 Q1	$409K	Buy	14,975 +1,599	+12%	+$43.9K	0.05%	270
2024 Q4	$365K	Buy	13,376 +2,003	+18%	+$55.2K	0.05%	296
2024 Q3	$312K	Buy	11,373 +6,202	+120%	+$171K	0.04%	319
2024 Q2	$139K	Buy	5,171 +599	+13%	+$16.1K	0.02%	430
2024 Q1	$123K	Buy	+4,572	New	+$123K	0.02%	450

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

Continuum Advisory's CGMS Position: Q2 2026 in Review

Continuum Advisory increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 8.6% in Q2 2026, buying an estimated $36.9K and bringing the position to 16,916 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #309.

Continuum Advisory first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $563K in Q3 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Continuum Advisory held 16,916 shares of Capital Group US Multi-Sector Income ETF worth $462K as of Q2 2026.
Continuum Advisory bought 1,343 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $36.9K.
Capital Group US Multi-Sector Income ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #309 holding.
Continuum Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
Continuum Advisory's Capital Group US Multi-Sector Income ETF position peaked at $563K in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.