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

MSH Capital 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	$525K	Sell	19,210 -5,439	-22%	-$150K	0.09%	200
2026 Q1	$671K	Buy	24,649 +280	+1%	+$7.73K	0.14%	143
2025 Q4	$673K	Buy	24,369 +1,574	+7%	+$43.6K	0.14%	151
2025 Q3	$633K	Buy	22,795 +5,004	+28%	+$139K	0.17%	141
2025 Q2	$491K	Buy	17,791 +4,657	+35%	+$126K	0.14%	166
2025 Q1	$359K	Buy	13,134 +3,252	+33%	+$89.3K	0.11%	178
2024 Q4	$270K	Buy	+9,882	New	+$272K	0.08%	198

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

MSH Capital Advisors's CGMS Position: Q2 2026 in Review

MSH Capital Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 22% in Q2 2026, selling an estimated $150K and leaving 19,210 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #200.

MSH Capital Advisors first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $673K in Q4 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

MSH Capital Advisors held 19,210 shares of Capital Group US Multi-Sector Income ETF worth $525K as of Q2 2026.
MSH Capital Advisors sold 5,439 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $150K.
Capital Group US Multi-Sector Income ETF made up 0.09% of MSH Capital Advisors's portfolio in Q2 2026, its #200 holding.
MSH Capital Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
MSH Capital Advisors's Capital Group US Multi-Sector Income ETF position peaked at $673K in Q4 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.