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 Q3	$257K	Hold	9,742	–	–	0.02%	599
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Kera Capital Partners's CGMS Position: Q3 2026 in Review

Kera Capital Partners held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q3 2026 at 9,742 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #599.

Kera Capital Partners first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Kera Capital Partners held 9,742 shares of Capital Group US Multi-Sector Income ETF worth $257K as of Q3 2026.
Kera Capital Partners left its Capital Group US Multi-Sector Income ETF share count unchanged in Q3 2026.
Capital Group US Multi-Sector Income ETF made up 0.02% of Kera Capital Partners's portfolio in Q3 2026, its #599 holding.
Kera Capital Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
Kera Capital Partners's Capital Group US Multi-Sector Income ETF position peaked at $352K in Q3 2025.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Kera Capital Partners's 13F filing for Q3 2026, filed 13 Nov 2026.