Janney Montgomery Scott
CGMS icon

Janney Montgomery Scott’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Janney Montgomery Scott’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
Q3 		$22.4M Buy
852,410
+77,397
+10% +$2.09M 0.04% 411
2026
Q2 		$21.2M Buy
775,013
+153,958
+25% +$4.23M 0.04% 439
2026
Q1 		$16.9M Buy
621,055
+314,205
+102% +$8.67M 0.04% 403
2025
Q4 		$8.48M Buy
306,850
+105,135
+52% +$2.91M 0.02% 683
2025
Q3 		$5.6M Buy
201,715
+55,817
+38% +$1.55M 0.01% 841
2025
Q2 		$4.03M Buy
145,898
+24,055
+20% +$652K 0.01% 900
2025
Q1 		$3.33M Buy
121,843
+5,736
+5% +$157K 0.01% 937
2024
Q4 		$3.17M Buy
116,107
+58,291
+101% +$1.61M 0.01% 959
2024
Q3 		$1.61M Buy
57,816
+13,608
+31% +$374K ﹤0.01% 1265
2024
Q2 		$1.19M Buy
44,208
+12,001
+37% +$323K ﹤0.01% 1352
2024
Q1 		$871K Buy
32,207
+9,900
+44% +$267K ﹤0.01% 1599
2023
Q4 		$602K Buy
22,307
+10,071
+82% +$261K ﹤0.01% 1766
2023
Q3 		$312K Buy
12,236
+2,596
+27% +$67.5K ﹤0.01% 2106
2023
Q2 		$251K Buy
+9,640
New +$252K ﹤0.01% 2333

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Janney Montgomery Scott's CGMS Position: Q3 2026 in Review

Janney Montgomery Scott increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 10% in Q3 2026, buying an estimated $2.09M and bringing the position to 852,410 shares worth $22.4M. The position accounts for 0.04% of the portfolio, ranked #411.

Janney Montgomery Scott first reported a position in CGMS in Q2 2023 and has held it in 14 quarters since. 294 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Janney Montgomery Scott held 852,410 shares of Capital Group US Multi-Sector Income ETF worth $22.4M as of Q3 2026.
  • Janney Montgomery Scott bought 77,397 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $2.09M.
  • Capital Group US Multi-Sector Income ETF made up 0.04% of Janney Montgomery Scott's portfolio in Q3 2026, its #411 holding.
  • Janney Montgomery Scott first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 294 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.