Main Line Retirement Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Main Line Retirement Advisors’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	$8.85M	Buy	323,673 +6,695	+2%	+$184K	4.06%	11
2026 Q1	$8.63M	Buy	316,978 +376	+0.1%	+$10.4K	4.31%	9
2025 Q4	$8.74M	Sell	316,602 -33,493	-10%	-$928K	4.43%	10
2025 Q3	$9.72M	Buy	350,095 +37,692	+12%	+$1.04M	4.99%	9
2025 Q2	$8.63M	Buy	312,403 +13,507	+5%	+$366K	4.91%	10
2025 Q1	$8.16M	Buy	298,896 +17,941	+6%	+$492K	5.3%	10
2024 Q4	$7.66M	Buy	+280,955	New	+$7.74M	5.05%	10

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

Main Line Retirement Advisors's CGMS Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.1% in Q2 2026, buying an estimated $184K and bringing the position to 323,673 shares worth $8.85M. The position accounts for 4.06% of the portfolio, ranked #11.

Main Line Retirement Advisors first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.72M in Q3 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Main Line Retirement Advisors held 323,673 shares of Capital Group US Multi-Sector Income ETF worth $8.85M as of Q2 2026.
Main Line Retirement Advisors bought 6,695 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $184K.
Capital Group US Multi-Sector Income ETF made up 4.06% of Main Line Retirement Advisors's portfolio in Q2 2026, its #11 holding.
Main Line Retirement Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Main Line Retirement Advisors's Capital Group US Multi-Sector Income ETF position peaked at $9.72M in Q3 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.