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

Truist 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	$4.16M	Buy	152,083 +35,759	+31%	+$983K	0.01%	1009
2026 Q1	$3.17M	Buy	116,324 +29,714	+34%	+$820K	﹤0.01%	1070
2025 Q4	$2.39M	Buy	86,610 +12,504	+17%	+$347K	﹤0.01%	1195
2025 Q3	$2.06M	Buy	74,106 +6,850	+10%	+$190K	﹤0.01%	1319
2025 Q2	$1.83M	Buy	67,256 +18,161	+37%	+$492K	﹤0.01%	1323
2025 Q1	$1.34M	Buy	49,095 +6,384	+15%	+$175K	﹤0.01%	1402
2024 Q4	$1.17M	Buy	+42,711	New	+$1.18M	﹤0.01%	1477

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

Truist Financial's CGMS Position: Q2 2026 in Review

Truist Financial increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 31% in Q2 2026, buying an estimated $983K and bringing the position to 152,083 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #1009.

Truist Financial first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Truist Financial held 152,083 shares of Capital Group US Multi-Sector Income ETF worth $4.16M as of Q2 2026.
Truist Financial bought 35,759 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $983K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #1009 holding.
Truist Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.