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Herold Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Herold Advisors’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
-10,059
Closed -$278K – 261
2025
Q2 		$278K Buy
+10,059
New +$273K 0.06% 256

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 $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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

Herold Advisors's CGMS Position: Q3 2025 in Review

Herold Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 10,059 shares — an estimated $278K sold.

Herold Advisors first reported a position in CGMS in Q2 2025 and held it in 1 quarter. The position peaked at $278K in Q2 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

  • Herold Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 10,059 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $278K.
  • Herold Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's Capital Group US Multi-Sector Income ETF position peaked at $278K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.