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Thurston Springer Miller Herd & Titak’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$17.4K Buy
+635
New +$17.5K 0.01% 717
2025
Q3 		– Sell
-5,005
Closed -$138K – 674
2025
Q2 		$138K Buy
5,005
+2,352
+89% +$63.7K 0.02% 439
2025
Q1 		$72.4K Buy
2,653
+788
+42% +$21.6K 0.01% 529
2024
Q4 		$50.9K Buy
+1,865
New +$51.4K 0.01% 528

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

Thurston Springer Miller Herd & Titak's CGMS Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 635 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Thurston Springer Miller Herd & Titak previously reported a position in CGMS as recently as Q2 2025.

Thurston Springer Miller Herd & Titak first reported a position in CGMS in Q4 2024 and has held it in 4 quarters since. The position peaked at $138K in Q2 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 635 shares of Capital Group US Multi-Sector Income ETF worth $17.4K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Thurston Springer Miller Herd & Titak position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #717 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Thurston Springer Miller Herd & Titak's Capital Group US Multi-Sector Income ETF position peaked at $138K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.