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

Thoroughbred 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	$2.3M	Buy	84,229 +24,446	+41%	+$672K	0.11%	172
2026 Q1	$1.63M	Buy	59,783 +4,590	+8%	+$127K	0.1%	202
2025 Q4	$1.52M	Buy	55,193 +7,645	+16%	+$212K	0.09%	210
2025 Q3	$1.32M	Buy	47,548 +8,804	+23%	+$244K	0.08%	230
2025 Q2	$1.07M	Sell	38,744 -9,191	-19%	-$249K	0.07%	253
2025 Q1	$1.31M	Buy	47,935 +30,037	+168%	+$824K	0.08%	233
2024 Q4	$488K	Buy	+17,898	New	+$493K	0.03%	405

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 22.96% 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

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

Thoroughbred Financial Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 41% in Q2 2026, buying an estimated $672K and bringing the position to 84,229 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #172.

Thoroughbred Financial Services first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Thoroughbred Financial Services held 84,229 shares of Capital Group US Multi-Sector Income ETF worth $2.3M as of Q2 2026.
Thoroughbred Financial Services bought 24,446 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $672K.
Capital Group US Multi-Sector Income ETF made up 0.11% of Thoroughbred Financial Services's portfolio in Q2 2026, its #172 holding.
Thoroughbred Financial Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.