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GPS Wealth Strategies Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-15,640
Closed -$434K – 718
2025
Q3 		$434K Buy
15,640
+650
+4% +$18K 0.05% 208
2025
Q2 		$414K Sell
14,990
-250
-2% -$6.78K 0.05% 205
2025
Q1 		$416K Sell
15,240
-310
-2% -$8.51K 0.06% 202
2024
Q4 		$424K Buy
15,550
+125
+0.8% +$3.44K 0.05% 195
2024
Q3 		$428K Buy
+15,425
New +$424K 0.06% 203

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

GPS Wealth Strategies Group's CGMS Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 15,640 shares — an estimated $434K sold.

GPS Wealth Strategies Group first reported a position in CGMS in Q3 2024 and held it in 5 quarters. The position peaked at $434K in Q3 2025. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 15,640 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $434K.
  • GPS Wealth Strategies Group first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 5 quarters.
  • GPS Wealth Strategies Group's Capital Group US Multi-Sector Income ETF position peaked at $434K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.