Smartleaf Asset Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Smartleaf Asset Management’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	$12.5M	Hold	455,538	–	–	0.41%	48
2026 Q1	$12.3M	Buy	455,538 +23,955	+6%	+$661K	0.44%	43
2025 Q4	$11.9M	Sell	431,583 -12,007	-3%	-$333K	0.45%	41
2025 Q3	$12.3M	Buy	443,590 +19,467	+5%	+$539K	0.76%	20
2025 Q2	$11.7M	Buy	424,123 +30,962	+8%	+$839K	1.03%	12
2025 Q1	$10.7M	Buy	393,161 +207,798	+112%	+$5.7M	1.04%	9
2024 Q4	$5.06M	Buy	185,363 +33,513	+22%	+$923K	0.52%	33
2024 Q3	$4.23M	Buy	+151,850	New	+$4.18M	0.51%	35

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

Smartleaf Asset Management's CGMS Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 455,538 shares worth $12.5M. The position accounts for 0.41% of the portfolio, ranked #48.

Smartleaf Asset Management first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Smartleaf Asset Management held 455,538 shares of Capital Group US Multi-Sector Income ETF worth $12.5M as of Q2 2026.
Smartleaf Asset Management left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.41% of Smartleaf Asset Management's portfolio in Q2 2026, its #48 holding.
Smartleaf Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.