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

Investment Planning 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	$338K	Sell	12,367 -962	-7%	-$26.4K	0.08%	88
2026 Q1	$363K	Sell	13,329 -4,862	-27%	-$134K	0.1%	78
2025 Q4	$502K	Buy	18,191 +2,762	+18%	+$76.6K	0.15%	59
2025 Q3	$428K	Sell	15,429 -2,409	-14%	-$66.8K	0.13%	63
2025 Q2	$493K	Sell	17,838 -9,569	-35%	-$259K	0.17%	48
2025 Q1	$748K	Sell	27,407 -2,295	-8%	-$63K	0.3%	38
2024 Q4	$810K	Buy	29,702 +1,861	+7%	+$51.3K	0.35%	33
2024 Q3	$749K	Hold	27,841	–	–	0.38%	34
2024 Q2	$749K	Buy	+27,841	New	+$749K	0.38%	34

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 22.9% 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

Investment Planning Advisors's CGMS Position: Q2 2026 in Review

Investment Planning Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 7.2% in Q2 2026, selling an estimated $26.4K and leaving 12,367 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #88.

Investment Planning Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $810K in Q4 2024. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Investment Planning Advisors held 12,367 shares of Capital Group US Multi-Sector Income ETF worth $338K as of Q2 2026.
Investment Planning Advisors sold 962 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $26.4K.
Capital Group US Multi-Sector Income ETF made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #88 holding.
Investment Planning Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Capital Group US Multi-Sector Income ETF position peaked at $810K in Q4 2024.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.