Envestnet Asset Management
CGMS icon

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

Envestnet 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
2026
Q1 		$213M Buy
7,816,803
+1,521,296
+24% +$42M 0.06% 312
2025
Q4 		$174M Buy
6,295,507
+894,911
+17% +$24.8M 0.05% 334
2025
Q3 		$150M Buy
5,400,596
+1,155,945
+27% +$32M 0.04% 389
2025
Q2 		$117M Buy
4,244,651
+607,801
+17% +$16.5M 0.03% 441
2025
Q1 		$99.3M Buy
3,636,850
+643,199
+21% +$17.7M 0.03% 462
2024
Q4 		$81.7M Buy
2,993,651
+1,068,144
+55% +$29.4M 0.03% 534
2024
Q3 		$53.6M Buy
1,925,507
+498,389
+35% +$13.7M 0.02% 688
2024
Q2 		$38.4M Buy
1,427,118
+953,285
+201% +$25.7M 0.01% 778
2024
Q1 		$12.8M Buy
473,833
+73,799
+18% +$1.99M ﹤0.01% 1373
2023
Q4 		$10.8M Buy
400,034
+293,368
+275% +$7.62M ﹤0.01% 1392
2023
Q3 		$2.72M Buy
106,666
+13,976
+15% +$363K ﹤0.01% 2195
2023
Q2 		$2.41M Buy
92,690
+29,161
+46% +$763K ﹤0.01% 2160
2023
Q1 		$1.67M Buy
63,529
+39,687
+166% +$1.04M ﹤0.01% 2313
2022
Q4 		$613K Buy
+23,842
New +$616K ﹤0.01% 2972

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Envestnet Asset Management's CGMS Position: Q1 2026 in Review

Envestnet Asset Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 24% in Q1 2026, buying an estimated $42M and bringing the position to 7,816,803 shares worth $213M. The position accounts for 0.06% of the portfolio, ranked #312.

Envestnet Asset Management first reported a position in CGMS in Q4 2022 and has held it in 14 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Envestnet Asset Management held 7,816,803 shares of Capital Group US Multi-Sector Income ETF worth $213M as of Q1 2026.
  • Envestnet Asset Management bought 1,521,296 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $42M.
  • Capital Group US Multi-Sector Income ETF made up 0.06% of Envestnet Asset Management's portfolio in Q1 2026, its #312 holding.
  • Envestnet Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.