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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.01M Buy
256,499
+44,769
+21% +$1.23M 0.2% 134
2026
Q1
$5.77M Buy
211,730
+36,397
+21% +$1M 0.19% 153
2025
Q4
$4.84M Buy
175,333
+21,160
+14% +$587K 0.16% 172
2025
Q3
$4.28M Buy
154,173
+6,590
+4% +$183K 0.15% 188
2025
Q2
$4.08M Buy
147,583
+29,499
+25% +$799K 0.15% 185
2025
Q1
$3.22M Buy
118,084
+7,403
+7% +$203K 0.13% 195
2024
Q4
$3.02M Buy
110,681
+16,097
+17% +$443K 0.12% 192
2024
Q3
$2.58M Buy
94,584
+84,574
+845% +$2.33M 0.11% 209
2024
Q2
$269K Buy
+10,010
New +$269K 0.01% 641

Other funds holding CGMS

Level Four Advisory Services's CGMS Position: Q2 2026 in Review

Level Four Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 21% in Q2 2026, buying an estimated $1.23M and bringing the position to 256,499 shares worth $7.01M. The position accounts for 0.2% of the portfolio, ranked #134.

Level Four Advisory Services first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Level Four Advisory Services held 256,499 shares of Capital Group US Multi-Sector Income ETF worth $7.01M as of Q2 2026.
  • Level Four Advisory Services bought 44,769 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.23M.
  • Capital Group US Multi-Sector Income ETF made up 0.2% of Level Four Advisory Services's portfolio in Q2 2026, its #134 holding.
  • Level Four Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.