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

Independent Financial 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 		$370K Buy
13,530
+685
+5% +$18.8K 0.01% 1127
2026
Q1 		$350K Sell
12,845
-1,610
-11% -$44.4K 0.01% 1091
2025
Q4 		$399K Sell
14,455
-272
-2% -$7.54K 0.01% 1010
2025
Q3 		$409K Sell
14,727
-266
-2% -$7.37K 0.01% 937
2025
Q2 		$414K Buy
14,993
+6,489
+76% +$176K 0.01% 863
2025
Q1 		$232K Buy
+8,504
New +$233K 0.01% 1043

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

Independent Financial Group's CGMS Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.3% in Q2 2026, buying an estimated $18.8K and bringing the position to 13,530 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1127.

Independent Financial Group first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $414K in Q2 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Independent Financial Group held 13,530 shares of Capital Group US Multi-Sector Income ETF worth $370K as of Q2 2026.
  • Independent Financial Group bought 685 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $18.8K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1127 holding.
  • Independent Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Capital Group US Multi-Sector Income ETF position peaked at $414K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.