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Michael Brady & Co’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Michael Brady & Co’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 		$1.53M Buy
55,951
+39,313
+236% +$1.08M 1.35% 11
2026
Q1 		$453K Buy
16,638
+7,329
+79% +$202K 0.46% 30
2025
Q4 		$257K Buy
+9,309
New +$258K 0.26% 48

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Michael Brady & Co's CGMS Position: Q2 2026 in Review

Michael Brady & Co increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 236% in Q2 2026, buying an estimated $1.08M and bringing the position to 55,951 shares worth $1.53M. The position accounts for 1.35% of the portfolio, ranked #11.

Michael Brady & Co first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Michael Brady & Co held 55,951 shares of Capital Group US Multi-Sector Income ETF worth $1.53M as of Q2 2026.
  • Michael Brady & Co bought 39,313 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.08M.
  • Capital Group US Multi-Sector Income ETF made up 1.35% of Michael Brady & Co's portfolio in Q2 2026, its #11 holding.
  • Michael Brady & Co first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.