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

Sanctuary 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 		$10.9M Buy
397,373
+20,197
+5% +$555K 0.05% 386
2026
Q1 		$10.3M Buy
377,176
+72,431
+24% +$2M 0.06% 365
2025
Q4 		$8.42M Buy
304,745
+75,644
+33% +$2.1M 0.05% 403
2025
Q3 		$6.36M Buy
229,101
+88,653
+63% +$2.46M 0.04% 462
2025
Q2 		$3.88M Buy
140,448
+42,010
+43% +$1.14M 0.02% 585
2025
Q1 		$2.69M Buy
98,438
+16,988
+21% +$466K 0.02% 678
2024
Q4 		$2.24M Buy
81,450
+43,936
+117% +$1.21M 0.01% 814
2024
Q3 		$1.03M Sell
37,514
-31,447
-46% -$865K 0.01% 1236
2024
Q2 		$1.85M Buy
+68,961
New +$1.86M 0.01% 847

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sanctuary Advisors's CGMS Position: Q2 2026 in Review

Sanctuary Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.4% in Q2 2026, buying an estimated $555K and bringing the position to 397,373 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #386.

Sanctuary Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Sanctuary Advisors held 397,373 shares of Capital Group US Multi-Sector Income ETF worth $10.9M as of Q2 2026.
  • Sanctuary Advisors bought 20,197 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $555K.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #386 holding.
  • Sanctuary Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.