Dynamic Advisor Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Dynamic Advisor Solutions’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	$3.54M	Buy	129,636 +21,091	+19%	+$580K	0.1%	215
2026 Q1	$2.96M	Buy	108,545 +41,316	+61%	+$1.14M	0.09%	231
2025 Q4	$1.86M	Sell	67,229 -75,953	-53%	-$2.11M	0.06%	311
2025 Q3	$3.97M	Buy	143,182 +1,565	+1%	+$43.4K	0.12%	198
2025 Q2	$3.91M	Buy	141,617 +15,289	+12%	+$414K	0.12%	196
2025 Q1	$3.45M	Buy	126,328 +5,720	+5%	+$157K	0.11%	197
2024 Q4	$3.29M	Buy	120,608 +1,482	+1%	+$40.8K	0.14%	152
2024 Q3	$3.32M	Buy	119,126 +17,086	+17%	+$470K	0.1%	225
2024 Q2	$2.75M	Buy	+102,040	New	+$2.75M	0.09%	255

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

Dynamic Advisor Solutions's CGMS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q2 2026, buying an estimated $580K and bringing the position to 129,636 shares worth $3.54M. The position accounts for 0.1% of the portfolio, ranked #215.

Dynamic Advisor Solutions first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.97M in Q3 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Dynamic Advisor Solutions held 129,636 shares of Capital Group US Multi-Sector Income ETF worth $3.54M as of Q2 2026.
Dynamic Advisor Solutions bought 21,091 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $580K.
Capital Group US Multi-Sector Income ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #215 holding.
Dynamic Advisor Solutions first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group US Multi-Sector Income ETF position peaked at $3.97M in Q3 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.