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

Perennial Investment 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 Q1	$3.62M	Buy	132,952 +4,389	+3%	+$121K	0.29%	69
2025 Q4	$3.55M	Buy	128,563 +36,561	+40%	+$1.01M	0.28%	71
2025 Q3	$2.55M	Buy	92,002 +9,858	+12%	+$273K	0.21%	91
2025 Q2	$2.27M	Buy	82,144 +30,235	+58%	+$819K	0.22%	91
2025 Q1	$1.42M	Buy	51,909 +28,296	+120%	+$777K	0.16%	116
2024 Q4	$644K	Buy	+23,613	New	+$650K	0.08%	197

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perennial Investment Advisors's CGMS Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.4% in Q1 2026, buying an estimated $121K and bringing the position to 132,952 shares worth $3.62M. The position accounts for 0.29% of the portfolio, ranked #69.

Perennial Investment Advisors first reported a position in CGMS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Perennial Investment Advisors held 132,952 shares of Capital Group US Multi-Sector Income ETF worth $3.62M as of Q1 2026.
Perennial Investment Advisors bought 4,389 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $121K.
Capital Group US Multi-Sector Income ETF made up 0.29% of Perennial Investment Advisors's portfolio in Q1 2026, its #69 holding.
Perennial Investment Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 6 quarters since.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.