CAN
CGMS icon

Cetera Advisor Networks’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$6.17M Buy
228,172
+133,526
+141% +$3.6M 0.03% 542
2023
Q4 		$2.55M Buy
94,646
+60,983
+181% +$1.58M 0.01% 853
2023
Q3 		$859K Buy
33,663
+9,301
+38% +$242K 0.01% 1376
2023
Q2 		$635K Buy
+24,362
New +$638K ﹤0.01% 1565

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Advisor Networks's CGMS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 141% in Q1 2024, buying an estimated $3.6M and bringing the position to 228,172 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #542.

Cetera Advisor Networks first reported a position in CGMS in Q2 2023 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold CGMS as of Q1 2024.

  • Cetera Advisor Networks held 228,172 shares of Capital Group US Multi-Sector Income ETF worth $6.17M as of Q1 2024.
  • Cetera Advisor Networks bought 133,526 Capital Group US Multi-Sector Income ETF shares in Q1 2024, an estimated $3.6M.
  • Capital Group US Multi-Sector Income ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #542 holding.
  • Cetera Advisor Networks first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.