Cooper Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cooper Financial Group’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	$576K	Buy	21,084 +333	+2%	+$9.15K	0.05%	245
2026 Q1	$565K	Buy	20,751 +244	+1%	+$6.73K	0.06%	236
2025 Q4	$566K	Buy	20,507 +337	+2%	+$9.34K	0.06%	227
2025 Q3	$560K	Buy	20,170 +7,276	+56%	+$202K	0.06%	222
2025 Q2	$356K	Buy	12,894 +179	+1%	+$4.85K	0.04%	276
2025 Q1	$347K	Buy	12,715 +167	+1%	+$4.58K	0.05%	291
2024 Q4	$342K	Buy	12,548 +201	+2%	+$5.54K	0.04%	288
2024 Q3	$344K	Buy	12,347 +172	+1%	+$4.73K	0.04%	293
2024 Q2	$328K	Buy	+12,175	New	+$328K	0.05%	284

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

Cooper Financial Group's CGMS Position: Q2 2026 in Review

Cooper Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.6% in Q2 2026, buying an estimated $9.15K and bringing the position to 21,084 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #245.

Cooper Financial Group first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Cooper Financial Group held 21,084 shares of Capital Group US Multi-Sector Income ETF worth $576K as of Q2 2026.
Cooper Financial Group bought 333 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $9.15K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #245 holding.
Cooper Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.