Insigneo Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Insigneo Advisory Services’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	$273K	Hold	9,973	–	–	0.01%	670
2026 Q1	$272K	Sell	9,973 -750	-7%	-$20.7K	0.02%	540
2025 Q4	$296K	Hold	10,723	–	–	0.02%	516
2025 Q3	$298K	Hold	10,723	–	–	0.02%	515
2025 Q2	$296K	Hold	10,723	–	–	0.03%	461
2025 Q1	$293K	Hold	10,723	–	–	0.03%	422
2024 Q4	$293K	Buy	+10,723	New	+$295K	0.03%	423

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Insigneo Advisory Services's CGMS Position: Q2 2026 in Review

Insigneo Advisory Services held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 9,973 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #670.

Insigneo Advisory Services first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q3 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Insigneo Advisory Services held 9,973 shares of Capital Group US Multi-Sector Income ETF worth $273K as of Q2 2026.
Insigneo Advisory Services left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #670 holding.
Insigneo Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Insigneo Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $298K in Q3 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.