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Atria Investments’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Atria Investments’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 		$2.29M Buy
83,923
+59,534
+244% +$1.64M 0.02% 692
2026
Q1 		$664K Sell
24,389
-403,068
-94% -$11.1M 0.01% 1292
2025
Q4 		$11.8M Buy
427,457
+2,032
+0.5% +$56.3K 0.13% 155
2025
Q3 		$11.8M Buy
425,425
+7,308
+2% +$203K 0.13% 154
2025
Q2 		$11.5M Sell
418,117
-48,524
-10% -$1.32M 0.14% 158
2025
Q1 		$12.7M Buy
466,641
+32,153
+7% +$882K 0.16% 139
2024
Q4 		$11.9M Buy
434,488
+394,636
+990% +$10.9M 0.15% 159
2024
Q3 		$1.11M Sell
39,852
-1,372
-3% -$37.7K 0.01% 923
2024
Q2 		$1.11M Sell
41,224
-1,491
-3% -$40.1K 0.01% 888
2024
Q1 		$1.16M Sell
42,715
-37,188
-47% -$1M 0.02% 894
2023
Q4 		$2.16M Sell
79,903
-25,244
-24% -$655K 0.03% 566
2023
Q3 		$2.68M Sell
105,147
-4,936
-4% -$128K 0.05% 462
2023
Q2 		$2.87M Buy
110,083
+38,608
+54% +$1.01M 0.05% 436
2023
Q1 		$1.88M Buy
+71,475
New +$1.87M 0.04% 559

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments's CGMS Position: Q2 2026 in Review

Atria Investments increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 244% in Q2 2026, buying an estimated $1.64M and bringing the position to 83,923 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #692.

Atria Investments first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.7M in Q1 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Atria Investments held 83,923 shares of Capital Group US Multi-Sector Income ETF worth $2.29M as of Q2 2026.
  • Atria Investments bought 59,534 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.64M.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #692 holding.
  • Atria Investments first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Atria Investments's Capital Group US Multi-Sector Income ETF position peaked at $12.7M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.