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

Cottage Street 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	$1.91M	Buy	69,737 +13,968	+25%	+$384K	0.74%	37
2026 Q1	$1.52M	Buy	55,769 +2,922	+6%	+$80.6K	0.66%	44
2025 Q4	$1.46M	Buy	52,847 +3,266	+7%	+$90.5K	0.62%	42
2025 Q3	$1.38M	Buy	49,581 +6,653	+15%	+$184K	0.58%	43
2025 Q2	$1.19M	Buy	42,928 +590	+1%	+$16K	0.62%	40
2025 Q1	$1.16M	Buy	42,338 +551	+1%	+$15.1K	0.58%	36
2024 Q4	$1.14M	Buy	41,787 +27,648	+196%	+$761K	0.59%	37
2024 Q3	$394K	Buy	+14,139	New	+$389K	0.21%	72

Other funds holding CGMS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Cottage Street Advisors's CGMS Position: Q2 2026 in Review

Cottage Street Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 25% in Q2 2026, buying an estimated $384K and bringing the position to 69,737 shares worth $1.91M. The position accounts for 0.74% of the portfolio, ranked #37.

Cottage Street Advisors first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Cottage Street Advisors held 69,737 shares of Capital Group US Multi-Sector Income ETF worth $1.91M as of Q2 2026.
Cottage Street Advisors bought 13,968 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $384K.
Capital Group US Multi-Sector Income ETF made up 0.74% of Cottage Street Advisors's portfolio in Q2 2026, its #37 holding.
Cottage Street Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.