Global Retirement Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Global Retirement Partners’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	$5.89M	Buy	+215,533	New	+$5.92M	0.09%	207
2025 Q4	$3.44M	Buy	124,447 +21,081	+20%	+$584K	0.06%	293
2025 Q3	$2.87M	Buy	103,366 +18,067	+21%	+$501K	0.06%	275
2025 Q2	$2.36M	Buy	+85,299	New	+$2.31M	0.06%	296
2024 Q4	$573K	Buy	20,988 +7,950	+61%	+$219K	0.02%	592
2024 Q3	$363K	Buy	+13,038	New	+$359K	0.01%	730

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 Retirement Partners's CGMS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 215,533 shares worth $5.89M. The stake represents 0.09% of the portfolio and ranks #207 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGMS as recently as Q4 2025.

Global Retirement Partners first reported a position in CGMS in Q3 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Global Retirement Partners held 215,533 shares of Capital Group US Multi-Sector Income ETF worth $5.89M as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.09% of Global Retirement Partners's portfolio in Q2 2026, its #207 holding.
Global Retirement Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.