Synergy Investment Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Synergy Investment Management’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	$3.11M	Buy	113,724 +6,555	+6%	+$180K	0.75%	35
2026 Q1	$2.92M	Buy	107,169 +3,470	+3%	+$95.8K	0.95%	29
2025 Q4	$2.86M	Buy	103,699 +2,750	+3%	+$76.2K	1.01%	27
2025 Q3	$2.8M	Buy	+100,949	New	+$2.8M	1.07%	26
2025 Q2	–	Sell	-95,874	Closed	-$2.62M	–	152
2025 Q1	$2.62M	Buy	95,874 +43,695	+84%	+$1.2M	1.09%	20
2024 Q4	$1.42M	Buy	+52,179	New	+$1.44M	0.61%	35

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

Synergy Investment Management's CGMS Position: Q2 2026 in Review

Synergy Investment Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.1% in Q2 2026, buying an estimated $180K and bringing the position to 113,724 shares worth $3.11M. The position accounts for 0.75% of the portfolio, ranked #35.

Synergy Investment Management first reported a position in CGMS in Q4 2024 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Synergy Investment Management held 113,724 shares of Capital Group US Multi-Sector Income ETF worth $3.11M as of Q2 2026.
Synergy Investment Management bought 6,555 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $180K.
Capital Group US Multi-Sector Income ETF made up 0.75% of Synergy Investment Management's portfolio in Q2 2026, its #35 holding.
Synergy Investment Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 6 quarters since.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.