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

Cetera 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
2024
Q1 		$2.11M Buy
78,179
+55,037
+238% +$1.48M 0.02% 787
2023
Q4 		$625K Buy
23,142
+2,966
+15% +$77K 0.01% 1002
2023
Q3 		$515K Buy
20,176
+5,780
+40% +$150K 0.01% 1054
2023
Q2 		$375K Buy
+14,396
New +$377K 0.01% 1187

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $438M AUM 17.59% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's CGMS Position: Q1 2024 in Review

Cetera Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 238% in Q1 2024, buying an estimated $1.48M and bringing the position to 78,179 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #787.

Cetera Advisors 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 Advisors held 78,179 shares of Capital Group US Multi-Sector Income ETF worth $2.11M as of Q1 2024.
  • Cetera Advisors bought 55,037 Capital Group US Multi-Sector Income ETF shares in Q1 2024, an estimated $1.48M.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #787 holding.
  • Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.