&Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

&Partners’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	$21.6M	Buy	784,662 +218,539	+39%	+$6.01M	0.09%	209
2026 Q1	$15.4M	Buy	566,123 +86,221	+18%	+$2.38M	0.08%	245
2025 Q4	$13.3M	Buy	479,902 +210,617	+78%	+$5.84M	0.07%	254
2025 Q3	$7.51M	Buy	269,285 +69,143	+35%	+$1.92M	0.05%	328
2025 Q2	$5.54M	Buy	200,142 +72,282	+57%	+$1.96M	0.04%	349
2025 Q1	$3.5M	Buy	127,860 +32,020	+33%	+$879K	0.04%	380
2024 Q4	$2.66M	Buy	95,840 +22,266	+30%	+$613K	0.03%	413
2024 Q3	$2.05M	Buy	+73,574	New	+$2.02M	0.04%	362

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

&Partners's CGMS Position: Q2 2026 in Review

&Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 39% in Q2 2026, buying an estimated $6.01M and bringing the position to 784,662 shares worth $21.6M. The position accounts for 0.09% of the portfolio, ranked #209.

&Partners first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

&Partners held 784,662 shares of Capital Group US Multi-Sector Income ETF worth $21.6M as of Q2 2026.
&Partners bought 218,539 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.01M.
Capital Group US Multi-Sector Income ETF made up 0.09% of &Partners's portfolio in Q2 2026, its #209 holding.
&Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.