CIA
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Concurrent Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Concurrent Investment 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
2026
Q1 		$7.36M Sell
270,327
-186,912
-41% -$5.16M 0.08% 270
2025
Q4 		$12.6M Buy
457,239
+220,265
+93% +$6.11M 0.14% 153
2025
Q3 		$6.58M Buy
236,974
+48,421
+26% +$1.34M 0.11% 193
2025
Q2 		$5.21M Buy
188,553
+33,459
+22% +$907K 0.1% 212
2025
Q1 		$4.23M Sell
155,094
-1,017
-0.7% -$27.9K 0.1% 219
2024
Q4 		$4.26M Sell
156,111
-11,485
-7% -$316K 0.12% 181
2024
Q3 		$4.67M Sell
167,596
-1,139
-0.7% -$31.3K 0.14% 155
2024
Q2 		$4.54M Buy
+168,735
New +$4.54M 0.15% 148

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B 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 $71.6B AUM 21.08% 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