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

KMG Fiduciary 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	$785K	Sell	28,711 -369,409	-93%	-$10.2M	0.07%	131
2026 Q1	$10.8M	Buy	398,120 +18,958	+5%	+$523K	0.8%	32
2025 Q4	$10.5M	Buy	379,162 +13,436	+4%	+$372K	0.74%	34
2025 Q3	$10.1M	Buy	365,726 +10,060	+3%	+$279K	0.68%	38
2025 Q2	$9.82M	Buy	355,666 +37,416	+12%	+$1.01M	0.73%	39
2025 Q1	$8.69M	Buy	318,250 +61,058	+24%	+$1.68M	0.72%	36
2024 Q4	$7.02M	Buy	257,192 +29,730	+13%	+$819K	0.58%	45
2024 Q3	$6.33M	Buy	227,462 +192,702	+554%	+$5.3M	0.55%	48
2024 Q2	$936K	Buy	+34,760	New	+$935K	0.09%	149

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

KMG Fiduciary Partners's CGMS Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 93% in Q2 2026, selling an estimated $10.2M and leaving 28,711 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #131.

KMG Fiduciary Partners first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q1 2026. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

KMG Fiduciary Partners held 28,711 shares of Capital Group US Multi-Sector Income ETF worth $785K as of Q2 2026.
KMG Fiduciary Partners sold 369,409 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $10.2M.
Capital Group US Multi-Sector Income ETF made up 0.07% of KMG Fiduciary Partners's portfolio in Q2 2026, its #131 holding.
KMG Fiduciary Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
KMG Fiduciary Partners's Capital Group US Multi-Sector Income ETF position peaked at $10.8M in Q1 2026.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.