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 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%	+$47.3K	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 $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

Owen LaRue's CGMS Position: Q2 2026 in Review

Owen LaRue reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 46% in Q2 2026, selling an estimated $253K and leaving 10,613 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #114.

Owen LaRue first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2024. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Owen LaRue held 10,613 shares of Capital Group US Multi-Sector Income ETF worth $290K as of Q2 2026.
Owen LaRue sold 9,220 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $253K.
Capital Group US Multi-Sector Income ETF made up 0.1% of Owen LaRue's portfolio in Q2 2026, its #114 holding.
Owen LaRue first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
Owen LaRue's Capital Group US Multi-Sector Income ETF position peaked at $2.09M in Q3 2024.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.