Sowell Financial Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Sowell Financial Services’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	$3.66M	Sell	134,007 -6,909	-5%	-$190K	0.12%	190
2026 Q1	$3.84M	Buy	140,916 +9,104	+7%	+$251K	0.14%	159
2025 Q4	$3.64M	Buy	131,812 +13,151	+11%	+$365K	0.13%	150
2025 Q3	$3.29M	Buy	118,661 +6,391	+6%	+$177K	0.13%	173
2025 Q2	$3.1M	Buy	112,270 +65,600	+141%	+$1.78M	0.13%	168
2025 Q1	$1.27M	Sell	46,670 -845	-2%	-$23.2K	0.06%	325
2024 Q4	$1.3M	Buy	47,515 +19,486	+70%	+$537K	0.07%	273
2024 Q3	$780K	Buy	+28,029	New	+$771K	0.04%	383

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 22.9% 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

Sowell Financial Services's CGMS Position: Q2 2026 in Review

Sowell Financial Services reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.9% in Q2 2026, selling an estimated $190K and leaving 134,007 shares worth $3.66M. The position accounts for 0.12% of the portfolio, ranked #190.

Sowell Financial Services first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q1 2026. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Sowell Financial Services held 134,007 shares of Capital Group US Multi-Sector Income ETF worth $3.66M as of Q2 2026.
Sowell Financial Services sold 6,909 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $190K.
Capital Group US Multi-Sector Income ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #190 holding.
Sowell Financial Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
Sowell Financial Services's Capital Group US Multi-Sector Income ETF position peaked at $3.84M in Q1 2026.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.