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

CoreCap 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 		$283K Sell
10,370
-98
-0.9% -$2.69K 0.01% 728
2026
Q1 		$285K Buy
10,468
+829
+9% +$22.9K 0.01% 674
2025
Q4 		$266K Buy
9,639
+88
+0.9% +$2.44K 0.01% 694
2025
Q3 		$265K Buy
9,551
+2,772
+41% +$76.8K 0.01% 709
2025
Q2 		$187K Sell
6,779
-46,466
-87% -$1.26M 0.01% 762
2025
Q1 		$1.45M Sell
53,245
-12,588
-19% -$345K 0.06% 262
2024
Q4 		$1.8M Buy
65,833
+62,924
+2,163% +$1.73M 0.08% 230
2024
Q3 		$81K Buy
2,909
+2,066
+245% +$56.8K ﹤0.01% 1005
2024
Q2 		$22.7K Buy
+843
New +$22.7K ﹤0.01% 860

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

CoreCap Advisors's CGMS Position: Q2 2026 in Review

CoreCap Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.94% in Q2 2026, selling an estimated $2.69K and leaving 10,370 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #728.

CoreCap Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q4 2024. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • CoreCap Advisors held 10,370 shares of Capital Group US Multi-Sector Income ETF worth $283K as of Q2 2026.
  • CoreCap Advisors sold 98 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.69K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #728 holding.
  • CoreCap Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • CoreCap Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.8M in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.