Global Financial Private Client’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Global Financial Private Client’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	$427K	Hold	15,607	–	–	0.12%	185
2026 Q1	$425K	Hold	15,607	–	–	0.14%	168
2025 Q4	$431K	Hold	15,607	–	–	0.15%	156
2025 Q3	$433K	Hold	15,607	–	–	0.15%	157
2025 Q2	$431K	Hold	15,607	–	–	0.16%	150
2025 Q1	$426K	Hold	15,607	–	–	0.16%	142
2024 Q4	$426K	Hold	15,607	–	–	0.16%	145
2024 Q3	$434K	Buy	+15,607	New	+$429K	0.17%	142

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

Global Financial Private Client's CGMS Position: Q2 2026 in Review

Global Financial Private Client held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 15,607 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #185.

Global Financial Private Client first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $434K in Q3 2024. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Global Financial Private Client held 15,607 shares of Capital Group US Multi-Sector Income ETF worth $427K as of Q2 2026.
Global Financial Private Client left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #185 holding.
Global Financial Private Client first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
Global Financial Private Client's Capital Group US Multi-Sector Income ETF position peaked at $434K in Q3 2024.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.