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Harbour Investments’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Harbour Investments’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 		$9.23M Sell
337,767
-6,520
-2% -$179K 0.12% 153
2026
Q1 		$9.37M Buy
344,287
+50,491
+17% +$1.39M 0.14% 133
2025
Q4 		$8.11M Buy
293,796
+46,278
+19% +$1.28M 0.16% 116
2025
Q3 		$6.87M Sell
247,518
-24,250
-9% -$672K 0.16% 112
2025
Q2 		$7.51M Buy
271,768
+11,472
+4% +$311K 0.19% 101
2025
Q1 		$7.11M Buy
260,296
+30,567
+13% +$839K 0.2% 93
2024
Q4 		$6.27M Buy
229,729
+34,313
+18% +$945K 0.18% 103
2024
Q3 		$5.44M Buy
195,416
+9,829
+5% +$270K 0.16% 108
2024
Q2 		$5M Buy
185,587
+8,458
+5% +$228K 0.17% 106
2024
Q1 		$4.79M Buy
177,129
+27,936
+19% +$753K 0.17% 110
2023
Q4 		$4.03M Buy
149,193
+106,490
+249% +$2.76M 0.17% 111
2023
Q3 		$1.09M Buy
42,703
+20,127
+89% +$523K 0.05% 310
2023
Q2 		$588K Buy
22,576
+20,876
+1,228% +$546K 0.03% 459
2023
Q1 		$44.8K Buy
+1,700
New +$44.5K ﹤0.01% 1402

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

Harbour Investments's CGMS Position: Q2 2026 in Review

Harbour Investments reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.9% in Q2 2026, selling an estimated $179K and leaving 337,767 shares worth $9.23M. The position accounts for 0.12% of the portfolio, ranked #153.

Harbour Investments first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.37M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Harbour Investments held 337,767 shares of Capital Group US Multi-Sector Income ETF worth $9.23M as of Q2 2026.
  • Harbour Investments sold 6,520 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $179K.
  • Capital Group US Multi-Sector Income ETF made up 0.12% of Harbour Investments's portfolio in Q2 2026, its #153 holding.
  • Harbour Investments first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Harbour Investments's Capital Group US Multi-Sector Income ETF position peaked at $9.37M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.