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

Sovran 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	$1.37M	Buy	50,466 +3,679	+8%	+$101K	0.1%	217
2026 Q1	$1.28M	Sell	46,787 -214	-0.5%	-$5.91K	0.1%	205
2025 Q4	$1.31M	Buy	47,001 +5,114	+12%	+$142K	0.11%	193
2025 Q3	$1.16M	Buy	41,887 +6,534	+18%	+$181K	0.1%	197
2025 Q2	$972K	Sell	35,353 -15,570	-31%	-$422K	0.1%	210
2025 Q1	$1.36M	Buy	+50,923	New	+$1.4M	0.18%	139

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

Sovran Advisors's CGMS Position: Q2 2026 in Review

Sovran Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 7.9% in Q2 2026, buying an estimated $101K and bringing the position to 50,466 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #217.

Sovran Advisors first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Sovran Advisors held 50,466 shares of Capital Group US Multi-Sector Income ETF worth $1.37M as of Q2 2026.
Sovran Advisors bought 3,679 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $101K.
Capital Group US Multi-Sector Income ETF made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #217 holding.
Sovran Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.