Kestra Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Kestra Advisory Services’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	$34.8M	Buy	1,271,974 +284,941	+29%	+$7.83M	0.11%	183
2026 Q1	$26.9M	Buy	987,033 +152,202	+18%	+$4.2M	0.1%	199
2025 Q4	$23.1M	Buy	834,831 +434,596	+109%	+$12M	0.1%	216
2025 Q3	$11.1M	Buy	400,235 +39,570	+11%	+$1.1M	0.05%	365
2025 Q2	$9.96M	Buy	360,665 +60,243	+20%	+$1.63M	0.05%	374
2025 Q1	$8.2M	Buy	300,422 +99,630	+50%	+$2.73M	0.04%	406
2024 Q4	$5.48M	Buy	200,792 +72,669	+57%	+$2M	0.03%	538
2024 Q3	$3.57M	Buy	128,123 +33,399	+35%	+$919K	0.02%	697
2024 Q2	$2.55M	Buy	94,724 +45,998	+94%	+$1.24M	0.01%	842
2024 Q1	$1.32M	Buy	48,726 +25,158	+107%	+$678K	0.01%	1074
2023 Q4	$636K	Buy	23,568 +14,915	+172%	+$387K	0.01%	1379
2023 Q3	$221K	Buy	+8,653	New	+$225K	﹤0.01%	1880

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

Kestra Advisory Services's CGMS Position: Q2 2026 in Review

Kestra Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 29% in Q2 2026, buying an estimated $7.83M and bringing the position to 1,271,974 shares worth $34.8M. The position accounts for 0.11% of the portfolio, ranked #183.

Kestra Advisory Services first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Kestra Advisory Services held 1,271,974 shares of Capital Group US Multi-Sector Income ETF worth $34.8M as of Q2 2026.
Kestra Advisory Services bought 284,941 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $7.83M.
Capital Group US Multi-Sector Income ETF made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #183 holding.
Kestra Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.