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Financial Advocates Investment Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Financial Advocates Investment 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 		– Sell
-16,977
Closed -$469K – 167
2025
Q2 		$469K Sell
16,977
-854
-5% -$23.1K 0.04% 377
2025
Q1 		$487K Buy
17,831
+816
+5% +$22.4K 0.03% 431
2024
Q4 		$464K Buy
17,015
+171
+1% +$4.71K 0.03% 472
2024
Q3 		$469K Buy
+16,844
New +$463K 0.03% 474

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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

Financial Advocates Investment Management's CGMS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 16,977 shares — an estimated $469K sold.

Financial Advocates Investment Management first reported a position in CGMS in Q3 2024 and held it in 4 quarters. The position peaked at $487K in Q1 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,977 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $469K.
  • Financial Advocates Investment Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Capital Group US Multi-Sector Income ETF position peaked at $487K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.