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

Snowden Capital 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 		$609K Buy
22,293
+1,538
+7% +$42.3K 0.01% 763
2026
Q1 		$565K Buy
20,755
+20
+0.1% +$552 0.02% 743
2025
Q4 		$573K Sell
20,735
-54
-0.3% -$1.5K 0.01% 739
2025
Q3 		$577K Buy
20,789
+1,834
+10% +$50.8K 0.02% 712
2025
Q2 		$524K Buy
18,955
+1,122
+6% +$30.4K 0.02% 744
2025
Q1 		$487K Hold
17,833
– – 0.02% 752
2024
Q4 		$486K Buy
17,833
+5,492
+45% +$151K 0.02% 784
2024
Q3 		$344K Hold
12,341
– – 0.01% 935
2024
Q2 		$332K Buy
+12,341
New +$332K 0.01% 935

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Snowden Capital Advisors's CGMS Position: Q2 2026 in Review

Snowden Capital Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 7.4% in Q2 2026, buying an estimated $42.3K and bringing the position to 22,293 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #763.

Snowden Capital Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Snowden Capital Advisors held 22,293 shares of Capital Group US Multi-Sector Income ETF worth $609K as of Q2 2026.
  • Snowden Capital Advisors bought 1,538 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $42.3K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #763 holding.
  • Snowden Capital Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.