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
Q1 		$16.9M Buy
621,055
+314,205
+102% +$8.67M 0.04% 403
2025
Q4 		$8.47M 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 $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

Janney Montgomery Scott's CGMS Position: Q1 2026 in Review

Janney Montgomery Scott increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 102% in Q1 2026, buying an estimated $8.67M and bringing the position to 621,055 shares worth $16.9M. The position accounts for 0.04% of the portfolio, ranked #403.

Janney Montgomery Scott first reported a position in CGMS in Q2 2023 and has held it in 12 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Janney Montgomery Scott held 621,055 shares of Capital Group US Multi-Sector Income ETF worth $16.9M as of Q1 2026.
  • Janney Montgomery Scott bought 314,205 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $8.67M.
  • Capital Group US Multi-Sector Income ETF made up 0.04% of Janney Montgomery Scott's portfolio in Q1 2026, its #403 holding.
  • Janney Montgomery Scott first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.