Good Life Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Good Life Advisors’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
2025 Q2	$605K	Sell	21,898 -8,184	-27%	-$222K	0.04%	279
2025 Q1	$821K	Buy	30,082 +1,116	+4%	+$30.6K	0.06%	213
2024 Q4	$790K	Sell	28,966 -20,872	-42%	-$575K	0.06%	220
2024 Q3	$1.39M	Buy	49,838 +31,193	+167%	+$858K	0.09%	180
2024 Q2	$502K	Buy	18,645 +8,809	+90%	+$237K	0.04%	260
2024 Q1	$266K	Buy	+9,836	New	+$265K	0.02%	371

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Good Life Advisors's CGMS Position: Q2 2025 in Review

Good Life Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 27% in Q2 2025, selling an estimated $222K and leaving 21,898 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #279.

Good Life Advisors first reported a position in CGMS in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2024. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

Good Life Advisors held 21,898 shares of Capital Group US Multi-Sector Income ETF worth $605K as of Q2 2025.
Good Life Advisors sold 8,184 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $222K.
Capital Group US Multi-Sector Income ETF made up 0.04% of Good Life Advisors's portfolio in Q2 2025, its #279 holding.
Good Life Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 6 quarters since.
Good Life Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.39M in Q3 2024.
257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.