World Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

World Investment Advisors’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	$1.81M	Buy	66,625 +509	+0.8%	+$14K	0.03%	507
2026 Q1	$1.8M	Buy	66,116 +29,850	+82%	+$824K	0.03%	519
2025 Q4	$1M	Buy	36,266 +18,109	+100%	+$502K	0.02%	684
2025 Q3	$504K	Sell	18,157 -32	-0.2%	-$887	0.01%	783
2025 Q2	$502K	Buy	18,189 +2,650	+17%	+$71.8K	0.01%	733
2025 Q1	$424K	Buy	15,539 +5,936	+62%	+$163K	0.01%	740
2024 Q4	$262K	Buy	+9,603	New	+$264K	0.01%	870

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 22.9% 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

World Investment Advisors's CGMS Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.77% in Q2 2026, buying an estimated $14K and bringing the position to 66,625 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #507.

World Investment Advisors first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

World Investment Advisors held 66,625 shares of Capital Group US Multi-Sector Income ETF worth $1.81M as of Q2 2026.
World Investment Advisors bought 509 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $14K.
Capital Group US Multi-Sector Income ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #507 holding.
World Investment Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.