Klingman & Associates’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Klingman & Associates’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	$338K	Hold	12,381	–	–	0.01%	251
2026 Q1	$337K	Hold	12,381	–	–	0.02%	243
2025 Q4	$342K	Hold	12,381	–	–	0.02%	239
2025 Q3	$344K	Hold	12,381	–	–	0.02%	237
2025 Q2	$342K	Hold	12,381	–	–	0.02%	225
2025 Q1	$338K	Buy	+12,381	New	+$340K	0.02%	207

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

Klingman & Associates's CGMS Position: Q2 2026 in Review

Klingman & Associates held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 12,381 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #251.

Klingman & Associates first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $344K in Q3 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Klingman & Associates held 12,381 shares of Capital Group US Multi-Sector Income ETF worth $338K as of Q2 2026.
Klingman & Associates left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #251 holding.
Klingman & Associates first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
Klingman & Associates's Capital Group US Multi-Sector Income ETF position peaked at $344K in Q3 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.