Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$55.5M Buy
2,029,029
+297,766
+17% +$8.19M 0.12% 150
2026
Q1 		$47.1M Buy
1,731,263
+284,057
+20% +$7.84M 0.12% 159
2025
Q4 		$40M Buy
1,447,206
+79,511
+6% +$2.2M 0.11% 187
2025
Q3 		$38M Buy
1,367,695
+35,665
+3% +$988K 0.1% 182
2025
Q2 		$36.8M Buy
1,332,030
+169,906
+15% +$4.6M 0.11% 180
2025
Q1 		$31.7M Buy
1,162,124
+101,185
+10% +$2.78M 0.11% 185
2024
Q4 		$28.9M Buy
1,060,939
+784,317
+284% +$21.6M 0.1% 197
2024
Q3 		$7.7M Buy
276,622
+81,442
+42% +$2.24M 0.03% 600
2024
Q2 		$5.25M Buy
195,180
+39,607
+25% +$1.07M 0.02% 732
2024
Q1 		$4.21M Buy
155,573
+27,773
+22% +$749K 0.02% 845
2023
Q4 		$3.45M Buy
127,800
+31,845
+33% +$827K 0.01% 888
2023
Q3 		$2.45M Buy
95,955
+37,023
+63% +$963K 0.01% 1006
2023
Q2 		$1.53M Buy
58,932
+17,816
+43% +$466K 0.01% 1334
2023
Q1 		$1.08M Buy
+41,116
New +$1.08M 0.01% 1524

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's CGMS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 17% in Q2 2026, buying an estimated $8.19M and bringing the position to 2,029,029 shares worth $55.5M. The position accounts for 0.12% of the portfolio, ranked #150.

Cambridge Investment Research Advisors first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,029,029 shares of Capital Group US Multi-Sector Income ETF worth $55.5M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 297,766 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $8.19M.
  • Capital Group US Multi-Sector Income ETF made up 0.12% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #150 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.