Richards, Merrill & Peterson’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Richards, Merrill & Peterson’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	Sell	59,622 -153	-0.3%	-$4.21K	0.52%	47
2026 Q1	$1.63M	Sell	59,775 -1,552	-3%	-$42.8K	0.6%	43
2025 Q4	$1.69M	Buy	61,327 +15,607	+34%	+$433K	0.65%	38
2025 Q3	$1.27M	Sell	45,720 -1,084	-2%	-$30K	0.55%	48
2025 Q2	$1.29M	Buy	46,804 +14,260	+44%	+$386K	0.61%	45
2025 Q1	$888K	Buy	32,544 +5,409	+20%	+$148K	0.46%	58
2024 Q4	$740K	Buy	+27,135	New	+$747K	0.39%	67

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

Richards, Merrill & Peterson's CGMS Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.26% in Q2 2026, selling an estimated $4.21K and leaving 59,622 shares worth $1.63M. The position accounts for 0.52% of the portfolio, ranked #47.

Richards, Merrill & Peterson first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Richards, Merrill & Peterson held 59,622 shares of Capital Group US Multi-Sector Income ETF worth $1.63M as of Q2 2026.
Richards, Merrill & Peterson sold 153 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $4.21K.
Capital Group US Multi-Sector Income ETF made up 0.52% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #47 holding.
Richards, Merrill & Peterson first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Capital Group US Multi-Sector Income ETF position peaked at $1.69M in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.