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

Skyline 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 Q1	$9.35M	Sell	343,313 -183,579	-35%	-$5.07M	3.26%	9
2025 Q4	$14.6M	Buy	526,892 +26,992	+5%	+$748K	4.86%	8
2025 Q3	$13.9M	Buy	499,900 +18,479	+4%	+$512K	4.78%	8
2025 Q2	$13.3M	Buy	481,421 +8,381	+2%	+$227K	4.91%	8
2025 Q1	$12.9M	Buy	473,040 +11,445	+2%	+$314K	5.09%	8
2024 Q4	$12.6M	Buy	+461,595	New	+$12.7M	4.89%	8

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Skyline Advisors's CGMS Position: Q1 2026 in Review

Skyline Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 35% in Q1 2026, selling an estimated $5.07M and leaving 343,313 shares worth $9.35M. The position accounts for 3.26% of the portfolio, ranked #9.

Skyline Advisors first reported a position in CGMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q4 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Skyline Advisors held 343,313 shares of Capital Group US Multi-Sector Income ETF worth $9.35M as of Q1 2026.
Skyline Advisors sold 183,579 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $5.07M.
Capital Group US Multi-Sector Income ETF made up 3.26% of Skyline Advisors's portfolio in Q1 2026, its #9 holding.
Skyline Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 6 quarters since.
Skyline Advisors's Capital Group US Multi-Sector Income ETF position peaked at $14.6M in Q4 2025.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.