EH
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Equitable Holdings’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Equitable Holdings’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 		$7.8M Buy
285,554
+69,407
+32% +$1.91M 0.05% 338
2026
Q1 		$5.97M Buy
216,147
+26,086
+14% +$720K 0.04% 384
2025
Q4 		$5.25M Buy
190,061
+31,182
+20% +$864K 0.04% 363
2025
Q3 		$4.41M Buy
158,879
+45,488
+40% +$1.26M 0.03% 386
2025
Q2 		$3.13M Buy
113,391
+31,046
+38% +$841K 0.03% 443
2025
Q1 		$2.25M Buy
82,345
+823
+1% +$22.6K 0.02% 479
2024
Q4 		$2.22M Buy
81,522
+34,463
+73% +$949K 0.02% 461
2024
Q3 		$1.31M Buy
47,059
+18,243
+63% +$502K 0.01% 604
2024
Q2 		$776K Buy
28,816
+14,854
+106% +$400K 0.01% 706
2024
Q1 		$378K Buy
+13,962
New +$376K ﹤0.01% 899

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Equitable Holdings's CGMS Position: Q2 2026 in Review

Equitable Holdings increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 32% in Q2 2026, buying an estimated $1.91M and bringing the position to 285,554 shares worth $7.8M. The position accounts for 0.05% of the portfolio, ranked #338.

Equitable Holdings first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Equitable Holdings held 285,554 shares of Capital Group US Multi-Sector Income ETF worth $7.8M as of Q2 2026.
  • Equitable Holdings bought 69,407 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.91M.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of Equitable Holdings's portfolio in Q2 2026, its #338 holding.
  • Equitable Holdings first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.