IG
CGMS icon

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

IFS Group’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 		– Sell
-10,098
Closed -$275K – 95
2026
Q1 		$275K Buy
+10,098
New +$279K 0.24% 114

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

IFS Group's CGMS Position: Q2 2026 in Review

IFS Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 10,098 shares — an estimated $275K sold.

IFS Group first reported a position in CGMS in Q1 2026 and held it in 1 quarter. The position peaked at $275K in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • IFS Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • IFS Group sold 10,098 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $275K.
  • IFS Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and held it in 1 quarter.
  • IFS Group's Capital Group US Multi-Sector Income ETF position peaked at $275K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.