Smith, Moore & Co’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Smith, Moore & Co’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	$211K	Buy	7,712 +98	+1%	+$2.69K	0.01%	552
2026 Q1	$207K	Buy	7,614 +72	+1%	+$1.99K	0.02%	529
2025 Q4	$208K	Buy	7,542 +99	+1%	+$2.74K	0.02%	501
2025 Q3	$207K	Buy	+7,443	New	+$206K	0.02%	498

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

Smith, Moore & Co's CGMS Position: Q2 2026 in Review

Smith, Moore & Co increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.3% in Q2 2026, buying an estimated $2.69K and bringing the position to 7,712 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #552.

Smith, Moore & Co first reported a position in CGMS in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Smith, Moore & Co held 7,712 shares of Capital Group US Multi-Sector Income ETF worth $211K as of Q2 2026.
Smith, Moore & Co bought 98 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.69K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #552 holding.
Smith, Moore & Co first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and has held it in 4 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.