AFA
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AA Financial Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

AA Financial 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
Q1 		$2.04M Buy
75,087
+56,957
+314% +$1.57M 0.29% 70
2025
Q4 		$501K Buy
18,130
+8,129
+81% +$225K 0.09% 125
2025
Q3 		$278K Buy
10,001
+95
+1% +$2.63K 0.05% 162
2025
Q2 		$274K Hold
9,906
– – 0.06% 159
2025
Q1 		$270K Hold
9,906
– – 0.07% 145
2024
Q4 		$270K Hold
9,906
– – 0.07% 140
2024
Q3 		$276K Hold
9,906
– – 0.08% 142
2024
Q2 		$267K Hold
9,906
– – 0.09% 137
2024
Q1 		$268K Buy
+9,906
New +$267K 0.11% 135

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return