Turning Point Benefit Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Turning Point Benefit Group’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	$10.7M	Buy	391,822 +233,136	+147%	+$6.41M	4.61%	3
2026 Q1	$4.34M	Sell	158,686 -114,643	-42%	-$3.16M	2.76%	7
2025 Q4	$7.55M	Buy	273,329 +79,497	+41%	+$2.2M	3.94%	5
2025 Q3	$5.39M	Buy	193,832 +85,983	+80%	+$2.38M	3.25%	6
2025 Q2	$2.98M	Sell	107,849 -25,295	-19%	-$686K	2.26%	8
2025 Q1	$3.54M	Buy	133,144 +72,572	+120%	+$1.99M	3.31%	6
2024 Q4	$1.64M	Buy	+60,572	New	+$1.67M	1.56%	10

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

Turning Point Benefit Group's CGMS Position: Q2 2026 in Review

Turning Point Benefit Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 147% in Q2 2026, buying an estimated $6.41M and bringing the position to 391,822 shares worth $10.7M. The position accounts for 4.61% of the portfolio, ranked #3.

Turning Point Benefit Group 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.

Turning Point Benefit Group held 391,822 shares of Capital Group US Multi-Sector Income ETF worth $10.7M as of Q2 2026.
Turning Point Benefit Group bought 233,136 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $6.41M.
Capital Group US Multi-Sector Income ETF made up 4.61% of Turning Point Benefit Group's portfolio in Q2 2026, its #3 holding.
Turning Point Benefit Group 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 Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.