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

Atria Wealth Solutions’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	$9.81M	Sell	354,998 -179,956	-34%	-$4.88M	0.22%	105
2025 Q1	$14.7M	Buy	534,954 +16,484	+3%	+$452K	0.18%	124
2024 Q4	$14.1M	Buy	518,470 +101,945	+24%	+$2.81M	0.15%	142
2024 Q3	$11.6M	Buy	416,525 +184,753	+80%	+$5.08M	0.13%	172
2024 Q2	$6.26M	Buy	231,772 +3,454	+2%	+$92.9K	0.07%	290
2024 Q1	$6.2M	Buy	228,318 +48,221	+27%	+$1.3M	0.07%	290
2023 Q4	$4.89M	Buy	180,097 +171,788	+2,067%	+$4.46M	0.06%	313
2023 Q3	$212K	Buy	+8,309	New	+$216K	﹤0.01%	1666

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Atria Wealth Solutions's CGMS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 34% in Q2 2025, selling an estimated $4.88M and leaving 354,998 shares worth $9.81M. The position accounts for 0.22% of the portfolio, ranked #105.

Atria Wealth Solutions first reported a position in CGMS in Q3 2023 and has held it in 8 quarters since. The position peaked at $14.7M in Q1 2025. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

Atria Wealth Solutions held 354,998 shares of Capital Group US Multi-Sector Income ETF worth $9.81M as of Q2 2025.
Atria Wealth Solutions sold 179,956 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $4.88M.
Capital Group US Multi-Sector Income ETF made up 0.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #105 holding.
Atria Wealth Solutions first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's Capital Group US Multi-Sector Income ETF position peaked at $14.7M in Q1 2025.
257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.