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International Assets Investment Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

International Assets Investment Management’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 		$2.23M Buy
81,644
+13,399
+20% +$368K 0.13% 143
2026
Q1 		$1.86M Buy
68,245
+20,920
+44% +$577K 0.13% 152
2025
Q4 		$1.31M Buy
+47,325
New +$1.31M 0.09% 198

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
EWA
EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

International Assets Investment Management's CGMS Position: Q2 2026 in Review

International Assets Investment Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 20% in Q2 2026, buying an estimated $368K and bringing the position to 81,644 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #143.

International Assets Investment Management first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • International Assets Investment Management held 81,644 shares of Capital Group US Multi-Sector Income ETF worth $2.23M as of Q2 2026.
  • International Assets Investment Management bought 13,399 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $368K.
  • Capital Group US Multi-Sector Income ETF made up 0.13% of International Assets Investment Management's portfolio in Q2 2026, its #143 holding.
  • International Assets Investment Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.