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

Armstrong Advisory Group’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
-117
Closed -$3.19K – 937
2025
Q1 		$3.19K Hold
117
– – ﹤0.01% 739
2024
Q4 		$3.19K Buy
+117
New +$3.22K ﹤0.01% 739

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

Armstrong Advisory Group's CGMS Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 117 shares — an estimated $3.19K sold.

Armstrong Advisory Group first reported a position in CGMS in Q4 2024 and held it in 2 quarters. The position peaked at $3.19K in Q1 2025. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Armstrong Advisory Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 117 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $3.19K.
  • Armstrong Advisory Group first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 2 quarters.
  • Armstrong Advisory Group's Capital Group US Multi-Sector Income ETF position peaked at $3.19K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.