Markowski Investments’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Markowski Investments’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	$12.9M	Buy	+471,323	New	+$13M	2.84%	11

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Markowski Investments's CGMS Position: Q2 2026 in Review

Markowski Investments opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 471,323 shares worth $12.9M. The stake represents 2.84% of the portfolio and ranks #11 among its holdings.

298 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Markowski Investments held 471,323 shares of Capital Group US Multi-Sector Income ETF worth $12.9M as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Markowski Investments position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 2.84% of Markowski Investments's portfolio in Q2 2026, its #11 holding.
298 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.