Merit Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Merit Financial Group’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	$7.59M	Buy	277,677 +35,323	+15%	+$971K	0.05%	323
2026 Q1	$6.6M	Buy	242,354 +11,205	+5%	+$309K	0.05%	325
2025 Q4	$6.38M	Buy	231,149 +14,823	+7%	+$411K	0.05%	296
2025 Q3	$6M	Buy	216,326 +67,745	+46%	+$1.88M	0.06%	275
2025 Q2	$4.1M	Buy	148,581 +98,685	+198%	+$2.67M	0.05%	325
2025 Q1	$1.36M	Buy	+49,896	New	+$1.37M	0.02%	548

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

Merit Financial Group's CGMS Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 15% in Q2 2026, buying an estimated $971K and bringing the position to 277,677 shares worth $7.59M. The position accounts for 0.05% of the portfolio, ranked #323.

Merit Financial Group first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Merit Financial Group held 277,677 shares of Capital Group US Multi-Sector Income ETF worth $7.59M as of Q2 2026.
Merit Financial Group bought 35,323 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $971K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #323 holding.
Merit Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.