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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
Q2 		– Sell
-39,932
Closed -$1.09M – 1125
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
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 22.9% 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

Independent Advisor Alliance's CGMS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 39,932 shares — an estimated $1.09M sold.

Independent Advisor Alliance first reported a position in CGMS in Q4 2024 and held it in 2 quarters. The position peaked at $3.18M in Q4 2024. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 39,932 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.09M.
  • Independent Advisor Alliance first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Capital Group US Multi-Sector Income ETF position peaked at $3.18M in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.