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Blue Investment Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Blue Investment Partners’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 		– Sell
-147,009
Closed -$4.01M – 54
2025
Q1 		$4.01M Buy
147,009
+51,461
+54% +$1.41M 1.51% 21
2024
Q4 		$2.61M Buy
95,548
+88,331
+1,224% +$2.43M 0.96% 24
2024
Q3 		$201K Buy
+7,217
New +$199K 0.08% 48

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 $71.6B AUM 21.08% 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

Blue Investment Partners's CGMS Position: Q2 2025 in Review

Blue Investment Partners sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 147,009 shares — an estimated $4.01M sold.

Blue Investment Partners first reported a position in CGMS in Q3 2024 and held it in 3 quarters. The position peaked at $4.01M in Q1 2025. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Blue Investment Partners reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Investment Partners sold 147,009 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $4.01M.
  • Blue Investment Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 3 quarters.
  • Blue Investment Partners's Capital Group US Multi-Sector Income ETF position peaked at $4.01M in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.