HighTower Advisors
CGMS icon

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

HighTower 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
2026
Q2 		$236K Sell
8,649
-2,701
-24% -$74.2K ﹤0.01% 3416
2026
Q1 		$309K Buy
11,350
+138
+1% +$3.81K ﹤0.01% 3152
2025
Q4 		$310K Sell
11,212
-1,292
-10% -$35.8K ﹤0.01% 3021
2025
Q3 		$347K Sell
12,504
-4,497
-26% -$125K ﹤0.01% 2911
2025
Q2 		$470K Buy
17,001
+5,817
+52% +$158K ﹤0.01% 2576
2025
Q1 		$305K Buy
11,184
+1,376
+14% +$37.8K ﹤0.01% 2858
2024
Q4 		$268K Sell
9,808
-3,012
-23% -$83K ﹤0.01% 2970
2024
Q3 		$357K Buy
12,820
+263
+2% +$7.24K ﹤0.01% 2677
2024
Q2 		$338K Buy
12,557
+218
+2% +$5.87K ﹤0.01% 2626
2024
Q1 		$334K Buy
12,339
+182
+1% +$4.91K ﹤0.01% 2596
2023
Q4 		$329K Buy
12,157
+1,666
+16% +$43.3K ﹤0.01% 2636
2023
Q3 		$268K Buy
10,491
+157
+2% +$4.08K ﹤0.01% 2686
2023
Q2 		$269K Buy
10,334
+165
+2% +$4.32K ﹤0.01% 2637
2023
Q1 		$268K Buy
10,169
+128
+1% +$3.35K ﹤0.01% 2544
2022
Q4 		$258K Buy
+10,041
New +$260K ﹤0.01% 2584

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

HighTower Advisors's CGMS Position: Q2 2026 in Review

HighTower Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 24% in Q2 2026, selling an estimated $74.2K and leaving 8,649 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

HighTower Advisors first reported a position in CGMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $470K in Q2 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • HighTower Advisors held 8,649 shares of Capital Group US Multi-Sector Income ETF worth $236K as of Q2 2026.
  • HighTower Advisors sold 2,701 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $74.2K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3416 holding.
  • HighTower Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 15 quarters since.
  • HighTower Advisors's Capital Group US Multi-Sector Income ETF position peaked at $470K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.