CFFP
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Center for Financial Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Center for Financial Planning’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
-813
Closed -$22.6K – 708
2025
Q3 		$22.6K Buy
+813
New +$22.5K ﹤0.01% 403

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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

Center for Financial Planning's CGMS Position: Q4 2025 in Review

Center for Financial Planning sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 813 shares — an estimated $22.6K sold.

Center for Financial Planning first reported a position in CGMS in Q3 2025 and held it in 1 quarter. The position peaked at $22.6K in Q3 2025. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • Center for Financial Planning reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 813 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $22.6K.
  • Center for Financial Planning first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Capital Group US Multi-Sector Income ETF position peaked at $22.6K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.