Baird Financial Group
CGMS icon

Baird Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Baird Financial 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
2026
Q1 		$28.7M Buy
1,052,298
+162,296
+18% +$4.48M 0.04% 279
2025
Q4 		$24.6M Buy
890,002
+113,796
+15% +$3.15M 0.04% 322
2025
Q3 		$21.5M Buy
776,206
+87,174
+13% +$2.42M 0.03% 359
2025
Q2 		$19M Buy
689,032
+10,157
+1% +$275K 0.03% 374
2025
Q1 		$18.5M Buy
678,875
+160,147
+31% +$4.4M 0.04% 372
2024
Q4 		$14.2M Buy
518,728
+307,499
+146% +$8.47M 0.03% 425
2024
Q3 		$5.88M Buy
211,229
+199,623
+1,720% +$5.49M 0.01% 632
2024
Q2 		$312K Buy
+11,606
New +$312K ﹤0.01% 1546

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group's CGMS Position: Q1 2026 in Review

Baird Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 18% in Q1 2026, buying an estimated $4.48M and bringing the position to 1,052,298 shares worth $28.7M. The position accounts for 0.04% of the portfolio, ranked #279.

Baird Financial Group first reported a position in CGMS in Q2 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Baird Financial Group held 1,052,298 shares of Capital Group US Multi-Sector Income ETF worth $28.7M as of Q1 2026.
  • Baird Financial Group bought 162,296 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $4.48M.
  • Capital Group US Multi-Sector Income ETF made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #279 holding.
  • Baird Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.