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

PFG 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 Q2	$3.53M	Sell	129,199 -14,230	-10%	-$391K	0.18%	144
2026 Q1	$3.91M	Sell	143,429 -2,840	-2%	-$78.4K	0.19%	130
2025 Q4	$4.04M	Buy	146,269 +107,622	+278%	+$2.98M	0.2%	120
2025 Q3	$1.07M	Buy	38,647 +8,247	+27%	+$229K	0.04%	387
2025 Q2	$840K	Buy	30,400 +491	+2%	+$13.3K	0.04%	325
2025 Q1	$817K	Buy	29,909 +6,148	+26%	+$169K	0.05%	367
2024 Q4	$648K	Buy	23,761 +8,092	+52%	+$223K	0.04%	404
2024 Q3	$436K	Buy	15,669 +7,471	+91%	+$206K	0.03%	485
2024 Q2	$221K	Buy	+8,198	New	+$221K	0.01%	631

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

PFG Advisors's CGMS Position: Q2 2026 in Review

PFG Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 9.9% in Q2 2026, selling an estimated $391K and leaving 129,199 shares worth $3.53M. The position accounts for 0.18% of the portfolio, ranked #144.

PFG Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.04M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

PFG Advisors held 129,199 shares of Capital Group US Multi-Sector Income ETF worth $3.53M as of Q2 2026.
PFG Advisors sold 14,230 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $391K.
Capital Group US Multi-Sector Income ETF made up 0.18% of PFG Advisors's portfolio in Q2 2026, its #144 holding.
PFG Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
PFG Advisors's Capital Group US Multi-Sector Income ETF position peaked at $4.04M in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.