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Johnson Bixby & Associates’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Johnson Bixby & Associates’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
Q2 		– Sell
-7,892
Closed -$215K – 125
2025
Q1 		$215K Hold
7,892
– – 0.03% 108
2024
Q4 		$215K Buy
+7,892
New +$217K 0.03% 109

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Johnson Bixby & Associates's CGMS Position: Q2 2025 in Review

Johnson Bixby & Associates sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025, closing a stake of 7,892 shares — an estimated $215K sold.

Johnson Bixby & Associates first reported a position in CGMS in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Johnson Bixby & Associates reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 7,892 Capital Group US Multi-Sector Income ETF shares in Q2 2025, an estimated $215K.
  • Johnson Bixby & Associates first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 2 quarters.
  • Johnson Bixby & Associates's Capital Group US Multi-Sector Income ETF position peaked at $215K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Johnson Bixby & Associates's 13F filing for Q2 2025, filed 17 Jul 2025.