JY
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Jeff Yass’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Jeff Yass’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 		$2.95M Sell
108,077
-38,436
-26% -$1.06M ﹤0.01% 5657
2026
Q1 		$3.99M Buy
+146,513
New +$4.04M ﹤0.01% 4669
2025
Q4 		– Sell
-213,112
Closed -$5.91M – 12455
2025
Q3 		$5.91M Buy
213,112
+157,005
+280% +$4.35M ﹤0.01% 3820
2025
Q2 		$1.55M Buy
+56,107
New +$1.52M ﹤0.01% 6359
2024
Q3 		– Sell
-36,418
Closed -$980K – 12074
2024
Q2 		$980K Sell
36,418
-11,869
-25% -$319K ﹤0.01% 6639
2024
Q1 		$1.31M Buy
+48,287
New +$1.3M ﹤0.01% 6292
2023
Q1 		– Sell
-7,789
Closed -$200K – 12635
2022
Q4 		$200K Buy
+7,789
New +$201K ﹤0.01% 10131

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's CGMS Position: Q2 2026 in Review

Jeff Yass reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 26% in Q2 2026, selling an estimated $1.06M and leaving 108,077 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #5657.

Jeff Yass first reported a position in CGMS in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.91M in Q3 2025. 358 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Jeff Yass held 108,077 shares of Capital Group US Multi-Sector Income ETF worth $2.95M as of Q2 2026.
  • Jeff Yass sold 38,436 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.06M.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5657 holding.
  • Jeff Yass first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 7 quarters since.
  • Jeff Yass's Capital Group US Multi-Sector Income ETF position peaked at $5.91M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.