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Key Financial Inc’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Key Financial Inc’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 		$4.37K Hold
160
– – ﹤0.01% 1043
2026
Q1 		$4.36K Hold
160
– – ﹤0.01% 1057
2025
Q4 		$4.42K Buy
+160
New +$4.43K ﹤0.01% 1056

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Key Financial Inc's CGMS Position: Q2 2026 in Review

Key Financial Inc held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q2 2026 at 160 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Key Financial Inc first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.42K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Key Financial Inc held 160 shares of Capital Group US Multi-Sector Income ETF worth $4.37K as of Q2 2026.
  • Key Financial Inc 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 Key Financial Inc's portfolio in Q2 2026, its #1043 holding.
  • Key Financial Inc first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Financial Inc's Capital Group US Multi-Sector Income ETF position peaked at $4.42K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.