Milestone Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Milestone Investment 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	$513K	Buy	18,780 +711	+4%	+$19.5K	0.11%	68
2026 Q1	$492K	Sell	18,069 -832	-4%	-$23K	0.12%	65
2025 Q4	$522K	Sell	18,901 -3,721	-16%	-$103K	0.13%	64
2025 Q3	$628K	Sell	22,622 -354	-2%	-$9.81K	0.16%	55
2025 Q2	$635K	Sell	22,976 -2,877	-11%	-$78K	0.17%	57
2025 Q1	$706K	Sell	25,853 -1,430	-5%	-$39.2K	0.2%	54
2024 Q4	$744K	Buy	27,283 +3,580	+15%	+$98.6K	0.2%	54
2024 Q3	$660K	Buy	23,703 +2,193	+10%	+$60.3K	0.18%	52
2024 Q2	$579K	Buy	21,510 +9,727	+83%	+$262K	0.15%	54
2024 Q1	$319K	Buy	+11,783	New	+$318K	0.09%	64

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 22.9% 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

Milestone Investment Advisors's CGMS Position: Q2 2026 in Review

Milestone Investment Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 18,780 shares worth $513K. The position accounts for 0.11% of the portfolio, ranked #68.

Milestone Investment Advisors first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $744K in Q4 2024. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Milestone Investment Advisors held 18,780 shares of Capital Group US Multi-Sector Income ETF worth $513K as of Q2 2026.
Milestone Investment Advisors bought 711 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $19.5K.
Capital Group US Multi-Sector Income ETF made up 0.11% of Milestone Investment Advisors's portfolio in Q2 2026, its #68 holding.
Milestone Investment Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
Milestone Investment Advisors's Capital Group US Multi-Sector Income ETF position peaked at $744K in Q4 2024.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.