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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Turning Point Benefit Group's CGMS Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 42% in Q1 2026, selling an estimated $3.16M and leaving 158,686 shares worth $4.34M. The position accounts for 2.76% of the portfolio, ranked #7.

Turning Point Benefit Group first reported a position in CGMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.55M in Q4 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Turning Point Benefit Group held 158,686 shares of Capital Group US Multi-Sector Income ETF worth $4.34M as of Q1 2026.
Turning Point Benefit Group sold 114,643 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $3.16M.
Capital Group US Multi-Sector Income ETF made up 2.76% of Turning Point Benefit Group's portfolio in Q1 2026, its #7 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 6 quarters since.
Turning Point Benefit Group's Capital Group US Multi-Sector Income ETF position peaked at $7.55M in Q4 2025.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.