Fiduciary Alliance’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Fiduciary Alliance’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	Sell	129,390 -551	-0.4%	-$15.1K	0.24%	113
2026 Q1	$3.59M	Buy	129,941 +6,056	+5%	+$167K	0.22%	115
2025 Q4	$3.42M	Buy	123,885 +5,905	+5%	+$164K	0.22%	112
2025 Q3	$3.27M	Buy	117,980 +224	+0.2%	+$6.21K	0.22%	104
2025 Q2	$3.25M	Buy	+117,756	New	+$3.19M	0.24%	96

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

Fiduciary Alliance's CGMS Position: Q2 2026 in Review

Fiduciary Alliance reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.42% in Q2 2026, selling an estimated $15.1K and leaving 129,390 shares worth $3.54M. The position accounts for 0.24% of the portfolio, ranked #113.

Fiduciary Alliance first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.59M in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Fiduciary Alliance held 129,390 shares of Capital Group US Multi-Sector Income ETF worth $3.54M as of Q2 2026.
Fiduciary Alliance sold 551 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $15.1K.
Capital Group US Multi-Sector Income ETF made up 0.24% of Fiduciary Alliance's portfolio in Q2 2026, its #113 holding.
Fiduciary Alliance first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Alliance's Capital Group US Multi-Sector Income ETF position peaked at $3.59M in Q1 2026.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.