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Live Oak Investment Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Live Oak Investment 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 		$234K Hold
8,561
– – 0.13% 85
2026
Q1 		$233K Buy
8,561
+541
+7% +$14.9K 0.14% 89
2025
Q4 		$222K Buy
+8,020
New +$222K 0.14% 82

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Live Oak Investment Partners's CGMS Position: Q2 2026 in Review

Live Oak Investment Partners held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 8,561 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #85.

Live Oak Investment Partners first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Live Oak Investment Partners held 8,561 shares of Capital Group US Multi-Sector Income ETF worth $234K as of Q2 2026.
  • Live Oak Investment Partners left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.13% of Live Oak Investment Partners's portfolio in Q2 2026, its #85 holding.
  • Live Oak Investment Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.