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

Summit Financial’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 		$7.26M Sell
265,625
-78,197
-23% -$2.15M 0.08% 255
2026
Q1 		$9.36M Buy
343,822
+30,783
+10% +$850K 0.12% 168
2025
Q4 		$8.65M Buy
313,039
+36,093
+13% +$1M 0.13% 147
2025
Q3 		$7.69M Buy
+276,946
New +$7.67M 0.12% 159

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

Summit Financial's CGMS Position: Q2 2026 in Review

Summit Financial reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 23% in Q2 2026, selling an estimated $2.15M and leaving 265,625 shares worth $7.26M. The position accounts for 0.08% of the portfolio, ranked #255.

Summit Financial first reported a position in CGMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.36M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Summit Financial held 265,625 shares of Capital Group US Multi-Sector Income ETF worth $7.26M as of Q2 2026.
  • Summit Financial sold 78,197 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.15M.
  • Capital Group US Multi-Sector Income ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #255 holding.
  • Summit Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Capital Group US Multi-Sector Income ETF position peaked at $9.36M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.