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Keating Financial Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Keating Financial Advisory Services’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 		$29.2K Hold
1,067
– – ﹤0.01% 850
2026
Q1 		$29.1K Sell
1,067
-172
-14% -$4.75K ﹤0.01% 773
2025
Q4 		$34.2K Buy
+1,239
New +$34.3K ﹤0.01% 756

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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

Keating Financial Advisory Services's CGMS Position: Q2 2026 in Review

Keating Financial Advisory Services held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 1,067 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Keating Financial Advisory Services first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.2K in Q4 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Keating Financial Advisory Services held 1,067 shares of Capital Group US Multi-Sector Income ETF worth $29.2K as of Q2 2026.
  • Keating Financial Advisory Services left its Capital Group US Multi-Sector Income ETF share count unchanged in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #850 holding.
  • Keating Financial Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $34.2K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.