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Strategic Investment Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Strategic Investment Solutions’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 		$412K Hold
15,087
– – 0.09% 105
2026
Q1 		$411K Hold
15,087
– – 0.1% 105
2025
Q4 		$417K Buy
15,087
+3,115
+26% +$86.4K 0.1% 97
2025
Q3 		$332K Buy
11,972
+5,500
+85% +$152K 0.09% 113
2025
Q2 		$179K Hold
6,472
– – 0.05% 129
2025
Q1 		$177K Buy
6,472
+3,765
+139% +$103K 0.05% 114
2024
Q4 		$73.8K Buy
2,707
+907
+50% +$25K 0.02% 160
2024
Q3 		$50.1K Buy
+1,800
New +$49.5K 0.02% 198

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 22.9% 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

Strategic Investment Solutions's CGMS Position: Q2 2026 in Review

Strategic Investment Solutions held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 15,087 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #105.

Strategic Investment Solutions first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $417K in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Strategic Investment Solutions held 15,087 shares of Capital Group US Multi-Sector Income ETF worth $412K as of Q2 2026.
  • Strategic Investment Solutions left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.09% of Strategic Investment Solutions's portfolio in Q2 2026, its #105 holding.
  • Strategic Investment Solutions first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Strategic Investment Solutions's Capital Group US Multi-Sector Income ETF position peaked at $417K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.