Envestnet Portfolio Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Envestnet Portfolio 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	$3.11M	Buy	113,707 +22,043	+24%	+$606K	0.01%	418
2026 Q1	$2.5M	Sell	91,664 -37,033	-29%	-$1.02M	0.01%	407
2025 Q4	$3.55M	Buy	128,697 +31,491	+32%	+$873K	0.01%	433
2025 Q3	$2.7M	Buy	97,206 +47,983	+97%	+$1.33M	0.01%	465
2025 Q2	$1.36M	Sell	49,223 -104,488	-68%	-$2.83M	0.01%	687
2025 Q1	$4.2M	Buy	153,711 +27,304	+22%	+$749K	0.02%	408
2024 Q4	$3.45M	Buy	126,407 +67,501	+115%	+$1.86M	0.01%	497
2024 Q3	$1.64M	Buy	58,906 +41,567	+240%	+$1.14M	0.01%	731
2024 Q2	$467K	Buy	+17,339	New	+$467K	﹤0.01%	1172

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 22.9% 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

Envestnet Portfolio Solutions's CGMS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 24% in Q2 2026, buying an estimated $606K and bringing the position to 113,707 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #418.

Envestnet Portfolio Solutions first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.2M in Q1 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Envestnet Portfolio Solutions held 113,707 shares of Capital Group US Multi-Sector Income ETF worth $3.11M as of Q2 2026.
Envestnet Portfolio Solutions bought 22,043 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $606K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #418 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's Capital Group US Multi-Sector Income ETF position peaked at $4.2M in Q1 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.