TPF
CGMS icon

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

Tribridge Partners 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 		– Sell
-8,517
Closed -$233K – 83
2026
Q1 		$233K Hold
8,517
– – 0.1% 69
2025
Q4 		$235K Buy
+8,517
New +$236K 0.1% 67

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

Tribridge Partners Financial's CGMS Position: Q2 2026 in Review

Tribridge Partners Financial sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 8,517 shares — an estimated $233K sold.

Tribridge Partners Financial first reported a position in CGMS in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Tribridge Partners Financial reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Tribridge Partners Financial sold 8,517 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $233K.
  • Tribridge Partners Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and held it in 2 quarters.
  • Tribridge Partners Financial's Capital Group US Multi-Sector Income ETF position peaked at $235K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.