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

Bleakley 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
2025
Q4 		– Sell
-10,325
Closed -$287K – 684
2025
Q3 		$287K Hold
10,325
– – 0.01% 569
2025
Q2 		$285K Sell
10,325
-1,848
-15% -$50.1K 0.01% 550
2025
Q1 		$332K Hold
12,173
– – 0.01% 472
2024
Q4 		$332K Hold
12,173
– – 0.01% 760
2024
Q3 		$339K Buy
12,173
+3,643
+43% +$100K 0.01% 728
2024
Q2 		$230K Buy
+8,530
New +$230K 0.01% 844

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Wells Fargo
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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 $79.5B AUM 27.1% 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

Bleakley Financial Group's CGMS Position: Q4 2025 in Review

Bleakley Financial Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 10,325 shares — an estimated $287K sold.

Bleakley Financial Group first reported a position in CGMS in Q2 2024 and held it in 6 quarters. The position peaked at $339K in Q3 2024. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • Bleakley Financial Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 10,325 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $287K.
  • Bleakley Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and held it in 6 quarters.
  • Bleakley Financial Group's Capital Group US Multi-Sector Income ETF position peaked at $339K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.