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

Signature Estate & 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
Q2 		$253K Sell
9,259
-29,918
-76% -$822K ﹤0.01% 590
2026
Q1 		$1.07M Buy
39,177
+9,466
+32% +$261K 0.02% 267
2025
Q4 		$821K Buy
29,711
+488
+2% +$13.5K 0.02% 289
2025
Q3 		$811K Buy
29,223
+474
+2% +$13.1K 0.02% 283
2025
Q2 		$794K Buy
+28,749
New +$779K 0.02% 271
2024
Q4 		– Sell
-8,560
Closed -$238K – 544
2024
Q3 		$238K Buy
8,560
+96
+1% +$2.64K 0.01% 461
2024
Q2 		$228K Buy
+8,464
New +$228K 0.01% 457

Other funds holding CGMS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Signature Estate & Investment Advisors's CGMS Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 76% in Q2 2026, selling an estimated $822K and leaving 9,259 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Signature Estate & Investment Advisors first reported a position in CGMS in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2026. 207 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Signature Estate & Investment Advisors held 9,259 shares of Capital Group US Multi-Sector Income ETF worth $253K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 29,918 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $822K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #590 holding.
  • Signature Estate & Investment Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 7 quarters since.
  • Signature Estate & Investment Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.07M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.