Commonwealth Equity Services
CGMS icon

Commonwealth Equity Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Commonwealth Equity Services’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 		$91.1M Sell
3,334,411
-120,961
-4% -$3.33M 0.11% 177
2026
Q1 		$94.1M Buy
3,455,372
+331,286
+11% +$9.14M 0.13% 150
2025
Q4 		$86.3M Buy
3,124,086
+365,457
+13% +$10.1M 0.12% 164
2025
Q3 		$76.6M Buy
2,758,629
+357,831
+15% +$9.92M 0.1% 198
2025
Q2 		$66.3M Buy
2,400,798
+280,078
+13% +$7.59M 0.09% 226
2025
Q1 		$57.9M Buy
2,120,720
+406,566
+24% +$11.2M 0.08% 244
2024
Q4 		$46.8M Buy
1,714,154
+182,327
+12% +$5.02M 0.07% 259
2024
Q3 		$42.6M Buy
1,531,827
+320,620
+26% +$8.82M 0.06% 277
2024
Q2 		$32.6M Buy
1,211,207
+241,461
+25% +$6.5M 0.05% 344
2024
Q1 		$26.2M Buy
969,746
+192,533
+25% +$5.19M 0.04% 403
2023
Q4 		$21M Buy
777,213
+379,948
+96% +$9.86M 0.04% 446
2023
Q3 		$10.1M Buy
397,265
+122,128
+44% +$3.18M 0.02% 667
2023
Q2 		$7.17M Buy
275,137
+57,260
+26% +$1.5M 0.01% 849
2023
Q1 		$5.74M Buy
217,877
+130,745
+150% +$3.43M 0.01% 947
2022
Q4 		$2.24M Buy
+87,132
New +$2.25M 0.01% 1430

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
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

Commonwealth Equity Services's CGMS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.5% in Q2 2026, selling an estimated $3.33M and leaving 3,334,411 shares worth $91.1M. The position accounts for 0.11% of the portfolio, ranked #177.

Commonwealth Equity Services first reported a position in CGMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $94.1M in Q1 2026. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Commonwealth Equity Services held 3,334,411 shares of Capital Group US Multi-Sector Income ETF worth $91.1M as of Q2 2026.
  • Commonwealth Equity Services sold 120,961 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $3.33M.
  • Capital Group US Multi-Sector Income ETF made up 0.11% of Commonwealth Equity Services's portfolio in Q2 2026, its #177 holding.
  • Commonwealth Equity Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's Capital Group US Multi-Sector Income ETF position peaked at $94.1M in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.