AAS
CGMS icon

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

Avantax 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
Q2 		$2.19M Buy
79,125
+23,247
+42% +$630K 0.01% 757
2025
Q1 		$1.53M Buy
55,878
+4,066
+8% +$112K 0.01% 885
2024
Q4 		$1.41M Buy
51,812
+24,575
+90% +$677K 0.01% 886
2024
Q3 		$758K Buy
27,237
+1,639
+6% +$45.1K 0.01% 1164
2024
Q2 		$689K Buy
25,598
+14,734
+136% +$396K ﹤0.01% 1176
2024
Q1 		$294K Buy
+10,864
New +$293K ﹤0.01% 1308

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 $79.5B AUM 27.1% 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

Avantax Advisory Services's CGMS Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 42% in Q2 2025, buying an estimated $630K and bringing the position to 79,125 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #757.

Avantax Advisory Services first reported a position in CGMS in Q1 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Avantax Advisory Services held 79,125 shares of Capital Group US Multi-Sector Income ETF worth $2.19M as of Q2 2025.
  • Avantax Advisory Services bought 23,247 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $630K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #757 holding.
  • Avantax Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.