JWCA
CGMS icon

J.W. Cole Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

J.W. Cole 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
Q1 		– Sell
-50,271
Closed -$1.39M – 868
2025
Q4 		$1.39M Buy
50,271
+10,269
+26% +$285K 0.03% 529
2025
Q3 		$1.11M Buy
40,002
+3,865
+11% +$107K 0.02% 678
2025
Q2 		$998K Buy
36,137
+2,678
+8% +$72.6K 0.02% 669
2025
Q1 		$913K Buy
+33,459
New +$918K 0.03% 567

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

J.W. Cole Advisors's CGMS Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 50,271 shares — an estimated $1.39M sold.

J.W. Cole Advisors first reported a position in CGMS in Q1 2025 and held it in 4 quarters. The position peaked at $1.39M in Q4 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 50,271 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $1.39M.
  • J.W. Cole Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.39M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.