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Consolidated Portfolio Review Corp’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-7,353
Closed -$211K – 103
2025
Q3 		$211K Buy
+7,353
New +$204K 0.03% 429

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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Consolidated Portfolio Review Corp's CGMS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 7,353 shares — an estimated $211K sold.

Consolidated Portfolio Review Corp first reported a position in CGMS in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 7,353 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $211K.
  • Consolidated Portfolio Review Corp first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's Capital Group US Multi-Sector Income ETF position peaked at $211K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.