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Creekmur Asset Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Creekmur Asset Management’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
Q3 		$7.03M Sell
253,264
-13,427
-5% -$372K 1.17% 17
2025
Q2 		$7.37M Buy
+266,691
New +$7.23M 1.3% 15

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Raymond James Financial
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Wells Fargo
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UBS Group
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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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Creekmur Asset Management's CGMS Position: Q3 2025 in Review

Creekmur Asset Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5% in Q3 2025, selling an estimated $372K and leaving 253,264 shares worth $7.03M. The position accounts for 1.17% of the portfolio, ranked #17.

Creekmur Asset Management first reported a position in CGMS in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.37M in Q2 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

  • Creekmur Asset Management held 253,264 shares of Capital Group US Multi-Sector Income ETF worth $7.03M as of Q3 2025.
  • Creekmur Asset Management sold 13,427 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $372K.
  • Capital Group US Multi-Sector Income ETF made up 1.17% of Creekmur Asset Management's portfolio in Q3 2025, its #17 holding.
  • Creekmur Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Creekmur Asset Management's Capital Group US Multi-Sector Income ETF position peaked at $7.37M in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.