Allworth Financial’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Allworth Financial’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	–	Sell	-543	Closed	-$14.8K	–	5188
2026 Q1	$14.8K	Buy	+543	New	+$15K	﹤0.01%	3205
2024 Q4	–	Sell	-500	Closed	-$13.9K	–	3958
2024 Q3	$13.9K	Hold	500	–	–	﹤0.01%	2113
2024 Q2	$13.6K	Sell	500 -350	-41%	-$9.42K	﹤0.01%	2091
2024 Q1	$23K	Buy	+850	New	+$22.9K	﹤0.01%	1694

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

Allworth Financial's CGMS Position: Q2 2026 in Review

Allworth Financial sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 543 shares — an estimated $14.8K sold.

Allworth Financial first reported a position in CGMS in Q1 2024 and held it in 4 quarters. The position peaked at $23K in Q1 2024. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Allworth Financial reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 543 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $14.8K.
Allworth Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and held it in 4 quarters.
Allworth Financial's Capital Group US Multi-Sector Income ETF position peaked at $23K in Q1 2024.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.