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

Creative Financial Designs’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 		$547K Sell
20,001
-251,949
-93% -$6.93M 0.03% 393
2026
Q1 		$7.41M Buy
271,950
+6,344
+2% +$175K 0.45% 54
2025
Q4 		$7.34M Buy
265,606
+14,623
+6% +$405K 0.46% 46
2025
Q3 		$6.96M Buy
250,983
+11,857
+5% +$329K 0.47% 46
2025
Q2 		$6.6M Sell
239,126
-96,123
-29% -$2.61M 0.48% 46
2025
Q1 		$9.15M Buy
335,249
+9,223
+3% +$253K 0.73% 29
2024
Q4 		$8.89M Buy
326,026
+4,156
+1% +$114K 0.72% 30
2024
Q3 		$8.96M Buy
321,870
+310,200
+2,658% +$8.53M 0.76% 27
2024
Q2 		$314K Buy
11,670
+475
+4% +$12.8K 0.03% 345
2024
Q1 		$303K Buy
11,195
+1,822
+19% +$49.1K 0.03% 335
2023
Q4 		$253K Buy
9,373
+1,839
+24% +$47.7K 0.03% 343
2023
Q3 		$192K Buy
7,534
+2,252
+43% +$58.6K 0.02% 341
2023
Q2 		$138K Buy
+5,282
New +$138K 0.02% 417

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

Creative Financial Designs's CGMS Position: Q2 2026 in Review

Creative Financial Designs reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 93% in Q2 2026, selling an estimated $6.93M and leaving 20,001 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #393.

Creative Financial Designs first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.15M in Q1 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Creative Financial Designs held 20,001 shares of Capital Group US Multi-Sector Income ETF worth $547K as of Q2 2026.
  • Creative Financial Designs sold 251,949 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.93M.
  • Capital Group US Multi-Sector Income ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #393 holding.
  • Creative Financial Designs first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Creative Financial Designs's Capital Group US Multi-Sector Income ETF position peaked at $9.15M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.