FP
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Financial Perspectives’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Financial Perspectives’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 		$278K Buy
10,190
+1,301
+15% +$35.8K 0.07% 145
2026
Q1 		$242K Buy
8,889
+2,427
+38% +$67K 0.07% 143
2025
Q4 		$178K Buy
6,462
+1,964
+44% +$54.4K 0.05% 168
2025
Q3 		$125K Buy
4,498
+2,645
+143% +$73.3K 0.03% 213
2025
Q2 		$51.2K Buy
1,853
+692
+60% +$18.8K 0.02% 309
2025
Q1 		$31.7K Buy
1,161
+15
+1% +$412 0.01% 354
2024
Q4 		$31.3K Buy
1,146
+226
+25% +$6.22K 0.01% 352
2024
Q3 		$25.6K Buy
+920
New +$25.3K 0.01% 358

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Perspectives's CGMS Position: Q2 2026 in Review

Financial Perspectives increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 15% in Q2 2026, buying an estimated $35.8K and bringing the position to 10,190 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #145.

Financial Perspectives first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Financial Perspectives held 10,190 shares of Capital Group US Multi-Sector Income ETF worth $278K as of Q2 2026.
  • Financial Perspectives bought 1,301 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $35.8K.
  • Capital Group US Multi-Sector Income ETF made up 0.07% of Financial Perspectives's portfolio in Q2 2026, its #145 holding.
  • Financial Perspectives first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.