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

Inspire Advisors’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	$2.09M	Buy	76,484 +6,919	+10%	+$190K	0.15%	120
2026 Q1	$1.89M	Buy	69,565 +3,890	+6%	+$107K	0.15%	111
2025 Q4	$1.81M	Buy	65,675 +1,801	+3%	+$49.9K	0.17%	100
2025 Q3	$1.77M	Buy	63,874 +6,542	+11%	+$181K	0.17%	97
2025 Q2	$1.58M	Buy	57,332 +1,102	+2%	+$29.9K	0.16%	100
2025 Q1	$1.54M	Buy	56,230 +6,078	+12%	+$167K	0.18%	91
2024 Q4	$1.37M	Buy	50,152 +1,506	+3%	+$41.5K	0.17%	88
2024 Q3	$1.35M	Buy	48,646 +5,070	+12%	+$139K	0.16%	91
2024 Q2	$1.17M	Buy	43,576 +2,454	+6%	+$66K	0.16%	88
2024 Q1	$1.11M	Buy	41,122 +4,640	+13%	+$125K	0.15%	83
2023 Q4	$985K	Buy	36,482 +2,537	+7%	+$65.9K	0.15%	82
2023 Q3	$866K	Buy	33,945 +4,748	+16%	+$123K	0.15%	62
2023 Q2	$761K	Buy	29,197 +1,235	+4%	+$32.3K	0.15%	71
2023 Q1	$736K	Buy	+27,962	New	+$733K	0.17%	55

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

Inspire Advisors's CGMS Position: Q2 2026 in Review

Inspire Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 9.9% in Q2 2026, buying an estimated $190K and bringing the position to 76,484 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #120.

Inspire Advisors first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Inspire Advisors held 76,484 shares of Capital Group US Multi-Sector Income ETF worth $2.09M as of Q2 2026.
Inspire Advisors bought 6,919 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $190K.
Capital Group US Multi-Sector Income ETF made up 0.15% of Inspire Advisors's portfolio in Q2 2026, its #120 holding.
Inspire Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.