BB
CGMS icon

Burford Brothers’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Burford Brothers’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 		$843K Buy
30,956
+414
+1% +$11.4K 0.35% 70
2025
Q4 		$844K Sell
30,542
-2,794
-8% -$77.5K 0.35% 61
2025
Q3 		$925K Sell
33,336
-594
-2% -$16.5K 0.4% 60
2025
Q2 		$937K Sell
33,930
-1,186
-3% -$32.1K 0.43% 55
2025
Q1 		$959K Buy
35,116
+4,053
+13% +$111K 0.47% 52
2024
Q4 		$847K Sell
31,063
-4,135
-12% -$114K 0.42% 55
2024
Q3 		$980K Sell
35,198
-410
-1% -$11.3K 0.51% 46
2024
Q2 		$959K Sell
35,608
-777
-2% -$20.9K 0.56% 43
2024
Q1 		$984K Buy
+36,385
New +$981K 0.65% 36

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $564B 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