Ameritas Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-3,509	Closed	-$97.4K	–	1115
2025 Q3	$97.4K	Sell	3,509 -38,648	-92%	-$1.07M	0.01%	849
2025 Q2	$1.16M	Sell	42,157 -3,631	-8%	-$98.4K	0.06%	309
2025 Q1	$1.25M	Buy	45,788 +3,796	+9%	+$104K	0.05%	336
2024 Q4	$1.15M	Buy	41,992 +11,057	+36%	+$305K	0.04%	380
2024 Q3	$861K	Buy	30,935 +9,689	+46%	+$267K	0.04%	422
2024 Q2	$572K	Buy	21,246 +8,692	+69%	+$234K	0.02%	548
2024 Q1	$338K	Buy	+12,554	New	+$338K	0.01%	673

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Advisory Services's CGMS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 3,509 shares — an estimated $97.4K sold.

Ameritas Advisory Services first reported a position in CGMS in Q1 2024 and held it in 7 quarters. The position peaked at $1.25M in Q1 2025. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

Ameritas Advisory Services reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,509 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $97.4K.
Ameritas Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and held it in 7 quarters.
Ameritas Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $1.25M in Q1 2025.
314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.