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

Summit Global Investments’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 		$385K Buy
14,075
+3,472
+33% +$95.4K 0.02% 393
2026
Q1 		$289K Buy
10,603
+247
+2% +$6.82K 0.02% 422
2025
Q4 		$286K Buy
10,356
+853
+9% +$23.6K 0.02% 421
2025
Q3 		$264K Buy
+9,503
New +$263K 0.02% 413

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 Global Investments's CGMS Position: Q2 2026 in Review

Summit Global Investments increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 33% in Q2 2026, buying an estimated $95.4K and bringing the position to 14,075 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #393.

Summit Global Investments first reported a position in CGMS in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Summit Global Investments held 14,075 shares of Capital Group US Multi-Sector Income ETF worth $385K as of Q2 2026.
  • Summit Global Investments bought 3,472 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $95.4K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #393 holding.
  • Summit Global Investments first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.