CI
CGMS icon

CX Institutional’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

CX Institutional’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 		$68K Buy
+2,480
New +$68.2K ﹤0.01% 928

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CX Institutional's CGMS Position: Q2 2026 in Review

CX Institutional opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 2,480 shares worth $68K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

88 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • CX Institutional held 2,480 shares of Capital Group US Multi-Sector Income ETF worth $68K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new CX Institutional position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #928 holding.
  • 88 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.