Owen LaRue’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Owen LaRue’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 Q3	–	Sell	-10,613	Closed	-$290K	–	143
2026 Q2	$290K	Sell	10,613 -9,220	-46%	-$253K	0.1%	114
2026 Q1	$540K	Sell	19,833 -7,477	-27%	-$206K	0.21%	85
2025 Q4	$754K	Sell	27,310 -8,170	-23%	-$226K	0.29%	67
2025 Q3	$985K	Buy	35,480 +1,705	+5%	+$47.2K	0.39%	54
2025 Q2	$933K	Sell	33,775 -486	-1%	-$13.2K	0.4%	59
2025 Q1	$935K	Sell	34,261 -7,828	-19%	-$215K	0.47%	48
2024 Q4	$1.15M	Sell	42,089 -32,888	-44%	-$906K	0.6%	40
2024 Q3	$2.09M	Buy	+74,977	New	+$2.06M	1.11%	28

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Owen LaRue's CGMS Position: Q3 2026 in Review

Owen LaRue sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2026, closing a stake of 10,613 shares — an estimated $290K sold.

Owen LaRue first reported a position in CGMS in Q3 2024 and held it in 8 quarters. The position peaked at $2.09M in Q3 2024. 329 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Owen LaRue reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2026 after selling out during the quarter.
Owen LaRue sold 10,613 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $290K.
Owen LaRue first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 8 quarters.
Owen LaRue's Capital Group US Multi-Sector Income ETF position peaked at $2.09M in Q3 2024.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Owen LaRue's 13F filing for Q3 2026, filed 13 Nov 2026.