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 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 $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 $79.5B AUM 27.1% 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

Smartleaf Asset Management's CGMS Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.6% in Q1 2026, buying an estimated $661K and bringing the position to 455,538 shares worth $12.3M. The position accounts for 0.44% of the portfolio, ranked #43.

Smartleaf Asset Management first reported a position in CGMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q3 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Smartleaf Asset Management held 455,538 shares of Capital Group US Multi-Sector Income ETF worth $12.3M as of Q1 2026.
Smartleaf Asset Management bought 23,955 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $661K.
Capital Group US Multi-Sector Income ETF made up 0.44% of Smartleaf Asset Management's portfolio in Q1 2026, its #43 holding.
Smartleaf Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Capital Group US Multi-Sector Income ETF position peaked at $12.3M in Q3 2025.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.