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

Souders Financial 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	$12.1M	Buy	442,298 +28,672	+7%	+$788K	1.22%	26
2026 Q1	$11.3M	Buy	413,626 +32,881	+9%	+$907K	1.29%	23
2025 Q4	$10.5M	Buy	380,745 +16,561	+5%	+$459K	1.2%	25
2025 Q3	$10.1M	Buy	364,184 +31,628	+10%	+$876K	1.2%	25
2025 Q2	$9.19M	Buy	332,556 +21,157	+7%	+$573K	1.17%	25
2025 Q1	$8.5M	Buy	311,399 +32,094	+11%	+$881K	1.19%	25
2024 Q4	$7.62M	Buy	279,305 +33,183	+13%	+$914K	1.06%	26
2024 Q3	$6.85M	Buy	246,122 +29,534	+14%	+$813K	0.95%	28
2024 Q2	$5.83M	Buy	216,588 +5,190	+2%	+$140K	0.88%	33
2024 Q1	$5.72M	Buy	211,398 +18,975	+10%	+$512K	0.9%	31
2023 Q4	$5.19M	Buy	192,423 +17,509	+10%	+$455K	0.89%	33
2023 Q3	$4.46M	Sell	174,914 -455	-0.3%	-$11.8K	0.86%	34
2023 Q2	$4.57M	Buy	175,369 +149,158	+569%	+$3.9M	0.87%	33
2023 Q1	$690K	Buy	+26,211	New	+$687K	0.15%	101

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

Souders Financial Advisors's CGMS Position: Q2 2026 in Review

Souders Financial Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.9% in Q2 2026, buying an estimated $788K and bringing the position to 442,298 shares worth $12.1M. The position accounts for 1.22% of the portfolio, ranked #26.

Souders Financial Advisors first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Souders Financial Advisors held 442,298 shares of Capital Group US Multi-Sector Income ETF worth $12.1M as of Q2 2026.
Souders Financial Advisors bought 28,672 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $788K.
Capital Group US Multi-Sector Income ETF made up 1.22% of Souders Financial Advisors's portfolio in Q2 2026, its #26 holding.
Souders Financial Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.