Kestra Investment Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Kestra Investment Management’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	$1.14M	Buy	41,591 +9,968	+32%	+$274K	0.02%	211
2026 Q1	$861K	Sell	31,623 -238,018	-88%	-$6.57M	0.01%	231
2025 Q4	$7.45M	Buy	269,641 +201,281	+294%	+$5.58M	0.18%	63
2025 Q3	$1.9M	Buy	68,360 +9,246	+16%	+$256K	0.05%	129
2025 Q2	$1.63M	Buy	59,114 +10,228	+21%	+$277K	0.05%	132
2025 Q1	$1.33M	Buy	48,886 +25,687	+111%	+$705K	0.04%	135
2024 Q4	$633K	Buy	23,199 +5,933	+34%	+$163K	0.02%	196
2024 Q3	$481K	Buy	17,266 +5,624	+48%	+$155K	0.02%	216
2024 Q2	$313K	Buy	+11,642	New	+$313K	0.02%	95

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 22.9% 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 Investment Management's CGMS Position: Q2 2026 in Review

Kestra Investment Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 32% in Q2 2026, buying an estimated $274K and bringing the position to 41,591 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #211.

Kestra Investment Management first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.45M in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Kestra Investment Management held 41,591 shares of Capital Group US Multi-Sector Income ETF worth $1.14M as of Q2 2026.
Kestra Investment Management bought 9,968 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $274K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #211 holding.
Kestra Investment Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's Capital Group US Multi-Sector Income ETF position peaked at $7.45M in Q4 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.