Kera Capital Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Kera Capital Partners’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	$266K	Hold	9,742	–	–	0.03%	528
2026 Q1	$265K	Sell	9,742 -2,932	-23%	-$80.9K	0.03%	458
2025 Q4	$350K	Hold	12,674	–	–	0.04%	358
2025 Q3	$352K	Hold	12,674	–	–	0.05%	247
2025 Q2	$350K	Hold	12,674	–	–	0.07%	156
2025 Q1	$346K	Buy	+12,674	New	+$348K	0.1%	76

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

Kera Capital Partners's CGMS Position: Q2 2026 in Review

Kera Capital Partners held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 9,742 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #528.

Kera Capital Partners first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Kera Capital Partners held 9,742 shares of Capital Group US Multi-Sector Income ETF worth $266K as of Q2 2026.
Kera Capital Partners left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.03% of Kera Capital Partners's portfolio in Q2 2026, its #528 holding.
Kera Capital Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
Kera Capital Partners's Capital Group US Multi-Sector Income ETF position peaked at $352K in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.