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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
Q1 		– Sell
-20,843
Closed -$578K – 317
2025
Q4 		$578K Buy
+20,843
New +$578K 0.02% 561

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UBS Group
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Cetera Investment Advisers
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Commonwealth Equity Services
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GVAG
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Osaic Holdings
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Diversify Advisory Services's CGMS Position: Q1 2026 in Review

Diversify Advisory Services sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 20,843 shares — an estimated $578K sold.

Diversify Advisory Services first reported a position in CGMS in Q4 2025 and held it in 1 quarter. The position peaked at $578K in Q4 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Diversify Advisory Services reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 20,843 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $578K.
  • Diversify Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $578K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.