Independent Advisor Alliance’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Independent Advisor Alliance’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 Q1	$1.09M	Buy	+39,932	New	+$1.1M	0.01%	791
2025 Q1	–	Sell	-116,540	Closed	-$3.18M	–	886
2024 Q4	$3.18M	Buy	+116,540	New	+$3.21M	0.04%	381

Other funds holding CGMS

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GVAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's CGMS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026: 39,932 shares worth $1.09M. The stake represents 0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CGMS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CGMS in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.18M in Q4 2024. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Independent Advisor Alliance held 39,932 shares of Capital Group US Multi-Sector Income ETF worth $1.09M as of Q1 2026.
Capital Group US Multi-Sector Income ETF was a new Independent Advisor Alliance position in Q1 2026.
Capital Group US Multi-Sector Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #791 holding.
Independent Advisor Alliance first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's Capital Group US Multi-Sector Income ETF position peaked at $3.18M in Q4 2024.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.