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

Cetera Investment Advisers’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 		$138M Buy
5,061,712
+765,563
+18% +$21M 0.13% 143
2026
Q1 		$117M Buy
4,296,149
+646,551
+18% +$17.8M 0.12% 150
2025
Q4 		$101M Buy
3,649,598
+570,060
+19% +$15.8M 0.11% 172
2025
Q3 		$85.5M Buy
3,079,538
+388,975
+14% +$10.8M 0.1% 192
2025
Q2 		$74.3M Buy
2,690,563
+429,051
+19% +$11.6M 0.13% 165
2025
Q1 		$61.7M Buy
2,261,512
+459,655
+26% +$12.6M 0.12% 176
2024
Q4 		$49.2M Buy
1,801,857
+489,231
+37% +$13.5M 0.1% 202
2024
Q3 		$36.5M Buy
1,312,626
+397,627
+43% +$10.9M 0.08% 250
2024
Q2 		$24.6M Buy
914,999
+594,834
+186% +$16M 0.06% 335
2024
Q1 		$8.66M Buy
320,165
+275,301
+614% +$7.42M 0.02% 720
2023
Q4 		$1.21M Buy
44,864
+28,574
+175% +$742K 0.01% 993
2023
Q3 		$416K Sell
16,290
-18,516
-53% -$482K ﹤0.01% 1525
2023
Q2 		$907K Sell
34,806
-190
-0.5% -$4.97K 0.01% 1105
2023
Q1 		$921K Buy
34,996
+3,751
+12% +$98.3K 0.01% 1076
2022
Q4 		$803K Buy
+31,245
New +$808K 0.01% 1093

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
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Cetera Investment Advisers's CGMS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 18% in Q2 2026, buying an estimated $21M and bringing the position to 5,061,712 shares worth $138M. The position accounts for 0.13% of the portfolio, ranked #143.

Cetera Investment Advisers first reported a position in CGMS in Q4 2022 and has held it in 15 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Cetera Investment Advisers held 5,061,712 shares of Capital Group US Multi-Sector Income ETF worth $138M as of Q2 2026.
  • Cetera Investment Advisers bought 765,563 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $21M.
  • Capital Group US Multi-Sector Income ETF made up 0.13% of Cetera Investment Advisers's portfolio in Q2 2026, its #143 holding.
  • Cetera Investment Advisers first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.