J.W. Cole Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

J.W. Cole 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	$1.75M	Buy	+64,035	New	+$1.76M	0.03%	547
2026 Q1	–	Sell	-50,271	Closed	-$1.39M	–	868
2025 Q4	$1.39M	Buy	50,271 +10,269	+26%	+$285K	0.03%	529
2025 Q3	$1.11M	Buy	40,002 +3,865	+11%	+$107K	0.02%	678
2025 Q2	$998K	Buy	36,137 +2,678	+8%	+$72.6K	0.02%	669
2025 Q1	$913K	Buy	+33,459	New	+$918K	0.03%	567

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

J.W. Cole Advisors's CGMS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 64,035 shares worth $1.75M. The stake represents 0.03% of the portfolio and ranks #547 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CGMS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CGMS in Q1 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

J.W. Cole Advisors held 64,035 shares of Capital Group US Multi-Sector Income ETF worth $1.75M as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new J.W. Cole Advisors position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #547 holding.
J.W. Cole Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.