P.J. Schmidt Investment Management (PJS)’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.63M	Buy	59,622 +6,933	+13%	+$191K	0.25%	64
2026 Q1	$1.43M	Buy	52,689 +15,734	+43%	+$434K	0.24%	65
2025 Q4	$1.02M	Buy	36,955 +2,498	+7%	+$69.2K	0.17%	79
2025 Q3	$956K	Buy	34,457 +5,240	+18%	+$145K	0.16%	83
2025 Q2	$807K	Sell	29,217 -81	-0.3%	-$2.19K	0.14%	86
2025 Q1	$800K	Buy	29,298 +1,903	+7%	+$52.2K	0.15%	83
2024 Q4	$747K	Buy	27,395 +9,301	+51%	+$256K	0.13%	87
2024 Q3	$504K	Buy	18,094 +9,203	+104%	+$253K	0.09%	112
2024 Q2	$239K	Buy	+8,891	New	+$239K	0.04%	164

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

P.J. Schmidt Investment Management (PJS)'s CGMS Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 13% in Q2 2026, buying an estimated $191K and bringing the position to 59,622 shares worth $1.63M. The position accounts for 0.25% of the portfolio, ranked #64.

P.J. Schmidt Investment Management (PJS) first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 59,622 shares of Capital Group US Multi-Sector Income ETF worth $1.63M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 6,933 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $191K.
Capital Group US Multi-Sector Income ETF made up 0.25% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #64 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.