Venture Visionary Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Venture Visionary Partners’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	$2.82M	Buy	103,320 +28,109	+37%	+$773K	0.08%	201
2026 Q1	$2.05M	Buy	75,211 +5,427	+8%	+$150K	0.07%	221
2025 Q4	$1.93M	Buy	69,784 +48,893	+234%	+$1.36M	0.06%	230
2025 Q3	$580K	Buy	20,891 +8,279	+66%	+$229K	0.02%	387
2025 Q2	$348K	Buy	+12,612	New	+$342K	0.01%	467

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

Venture Visionary Partners's CGMS Position: Q2 2026 in Review

Venture Visionary Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 37% in Q2 2026, buying an estimated $773K and bringing the position to 103,320 shares worth $2.82M. The position accounts for 0.08% of the portfolio, ranked #201.

Venture Visionary Partners first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Venture Visionary Partners held 103,320 shares of Capital Group US Multi-Sector Income ETF worth $2.82M as of Q2 2026.
Venture Visionary Partners bought 28,109 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $773K.
Capital Group US Multi-Sector Income ETF made up 0.08% of Venture Visionary Partners's portfolio in Q2 2026, its #201 holding.
Venture Visionary Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.