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

IFP 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
2026
Q2 		$173K Buy
6,341
+1,963
+45% +$54K ﹤0.01% 1615
2026
Q1 		$119K Buy
4,378
+72
+2% +$1.99K ﹤0.01% 1724
2025
Q4 		$119K Buy
4,306
+555
+15% +$15.4K ﹤0.01% 1683
2025
Q3 		$104K Sell
3,751
-340
-8% -$9.42K ﹤0.01% 1646
2025
Q2 		$113K Buy
4,091
+1,132
+38% +$30.7K ﹤0.01% 1562
2025
Q1 		$80.8K Buy
2,959
+20
+0.7% +$549 ﹤0.01% 1648
2024
Q4 		$80.2K Buy
2,939
+273
+10% +$7.52K ﹤0.01% 1581
2024
Q3 		$74.2K Buy
2,666
+561
+27% +$15.4K ﹤0.01% 1545
2024
Q2 		$56.7K Buy
+2,105
New +$56.6K ﹤0.01% 1618

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

IFP Advisors's CGMS Position: Q2 2026 in Review

IFP Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 45% in Q2 2026, buying an estimated $54K and bringing the position to 6,341 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

IFP Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • IFP Advisors held 6,341 shares of Capital Group US Multi-Sector Income ETF worth $173K as of Q2 2026.
  • IFP Advisors bought 1,963 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $54K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1615 holding.
  • IFP Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.