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

Gotham 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 Q2	$1.24M	Buy	45,238 +15,808	+54%	+$435K	﹤0.01%	1304
2026 Q1	$801K	Hold	29,430	–	–	﹤0.01%	1373
2025 Q4	$813K	Hold	29,430	–	–	﹤0.01%	1325
2025 Q3	$817K	Hold	29,430	–	–	﹤0.01%	1264
2025 Q2	$813K	Buy	+29,430	New	+$798K	﹤0.01%	1195

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gotham Asset Management's CGMS Position: Q2 2026 in Review

Gotham Asset Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 54% in Q2 2026, buying an estimated $435K and bringing the position to 45,238 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Gotham Asset Management first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Gotham Asset Management held 45,238 shares of Capital Group US Multi-Sector Income ETF worth $1.24M as of Q2 2026.
Gotham Asset Management bought 15,808 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $435K.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1304 holding.
Gotham Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.