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

Mutual 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 		$4.46M Buy
163,201
+41,315
+34% +$1.14M 0.08% 236
2026
Q1 		$3.32M Buy
121,886
+109,088
+852% +$3.01M 0.07% 268
2025
Q4 		$353K Buy
12,798
+48
+0.4% +$1.33K 0.01% 1020
2025
Q3 		$355K Buy
12,750
+1,160
+10% +$32.1K 0.01% 1000
2025
Q2 		$321K Sell
11,590
-14,221
-55% -$385K 0.01% 958
2025
Q1 		$701K Buy
25,811
+7,241
+39% +$199K 0.02% 579
2024
Q4 		$508K Sell
18,570
-5,316
-22% -$146K 0.01% 693
2024
Q3 		$658K Buy
23,886
+6,701
+39% +$184K 0.02% 614
2024
Q2 		$470K Buy
17,185
+3,273
+24% +$88.1K 0.01% 726
2024
Q1 		$376K Sell
13,912
-417
-3% -$11.2K 0.01% 787
2023
Q4 		$387K Buy
+14,329
New +$372K 0.01% 734

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

Mutual Advisors's CGMS Position: Q2 2026 in Review

Mutual Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 34% in Q2 2026, buying an estimated $1.14M and bringing the position to 163,201 shares worth $4.46M. The position accounts for 0.08% of the portfolio, ranked #236.

Mutual Advisors first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Mutual Advisors held 163,201 shares of Capital Group US Multi-Sector Income ETF worth $4.46M as of Q2 2026.
  • Mutual Advisors bought 41,315 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.14M.
  • Capital Group US Multi-Sector Income ETF made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #236 holding.
  • Mutual Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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