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
2026 Q2	$1.3M	Buy	+47,618	New	+$1.31M	0.03%	477
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 $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

Ameritas Advisory Services's CGMS Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 47,618 shares worth $1.3M. The stake represents 0.03% of the portfolio and ranks #477 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CGMS as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CGMS in Q1 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Ameritas Advisory Services held 47,618 shares of Capital Group US Multi-Sector Income ETF worth $1.3M as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Ameritas Advisory Services position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #477 holding.
Ameritas Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.