Diversify Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Diversify Advisory Services’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	$1.35M	Buy	+49,595	New	+$1.36M	0.02%	534
2026 Q1	–	Sell	-20,843	Closed	-$578K	–	317
2025 Q4	$578K	Buy	+20,843	New	+$578K	0.02%	561

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

Diversify Advisory Services's CGMS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 49,595 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGMS as recently as Q4 2025.

Diversify Advisory Services first reported a position in CGMS in Q4 2025 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Diversify Advisory Services held 49,595 shares of Capital Group US Multi-Sector Income ETF worth $1.35M as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Diversify Advisory Services position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #534 holding.
Diversify Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 2 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.