Jones Financial Companies
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Jones Financial Companies’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Jones Financial Companies’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 		$64M Buy
2,326,317
+500,847
+27% +$13.8M 0.03% 340
2026
Q1 		$49.4M Buy
1,825,470
+510,280
+39% +$14.1M 0.02% 343
2025
Q4 		$36.3M Buy
1,315,190
+240,993
+22% +$6.68M 0.02% 226
2025
Q3 		$29.9M Buy
1,074,197
+233,265
+28% +$6.46M 0.02% 230
2025
Q2 		$23.1M Buy
840,932
+131,975
+19% +$3.58M 0.02% 237
2025
Q1 		$19.4M Buy
708,957
+280,572
+65% +$7.7M 0.02% 214
2024
Q4 		$11.7M Buy
428,385
+206,240
+93% +$5.68M 0.01% 236
2024
Q3 		$6.18M Buy
222,145
+154,080
+226% +$4.24M 0.01% 266
2024
Q2 		$1.83M Buy
68,065
+62,542
+1,132% +$1.68M ﹤0.01% 330
2024
Q1 		$149K Buy
+5,523
New +$149K ﹤0.01% 510

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 22.9% 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

Jones Financial Companies's CGMS Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 27% in Q2 2026, buying an estimated $13.8M and bringing the position to 2,326,317 shares worth $64M. The position accounts for 0.03% of the portfolio, ranked #340.

Jones Financial Companies first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Jones Financial Companies held 2,326,317 shares of Capital Group US Multi-Sector Income ETF worth $64M as of Q2 2026.
  • Jones Financial Companies bought 500,847 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $13.8M.
  • Capital Group US Multi-Sector Income ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #340 holding.
  • Jones Financial Companies first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.