IFG Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

IFG Advisory’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	$958K	Buy	+35,046	New	+$963K	0.03%	436
2026 Q1	–	Sell	-21,493	Closed	-$594K	–	405
2025 Q4	$594K	Buy	21,493 +507	+2%	+$14.1K	0.03%	466
2025 Q3	$582K	Buy	20,986 +5,773	+38%	+$160K	0.03%	464
2025 Q2	$420K	Buy	15,213 +6,958	+84%	+$189K	0.02%	507
2025 Q1	$225K	Buy	+8,255	New	+$227K	0.01%	634

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

IFG Advisory's CGMS Position: Q2 2026 in Review

IFG Advisory opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 35,046 shares worth $958K. The stake represents 0.03% of the portfolio and ranks #436 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CGMS as recently as Q4 2025.

IFG Advisory first reported a position in CGMS in Q1 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

IFG Advisory held 35,046 shares of Capital Group US Multi-Sector Income ETF worth $958K as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new IFG Advisory position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #436 holding.
IFG Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.