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Advisor Resource Council’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-95,720
Closed -$2.56M – 250
2025
Q1 		$2.56M Buy
+95,720
New +$2.63M 0.21% 125

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Advisor Resource Council's CGMS Position: Q2 2025 in Review

Advisor Resource Council sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 95,720 shares — an estimated $2.56M sold.

Advisor Resource Council first reported a position in CGMS in Q1 2025 and held it in 1 quarter. The position peaked at $2.56M in Q1 2025. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Advisor Resource Council reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 95,720 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $2.56M.
  • Advisor Resource Council first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's Capital Group US Multi-Sector Income ETF position peaked at $2.56M in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.