Key Financial Inc
CGMS icon

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
Q3 		$4.2K Hold
160
– – ﹤0.01% 1028
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 +$4.44K ﹤0.01% 1056

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Key Financial Inc's CGMS Position: Q3 2026 in Review

Key Financial Inc held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q3 2026 at 160 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Key Financial Inc first reported a position in CGMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.42K in Q4 2025. 232 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Key Financial Inc held 160 shares of Capital Group US Multi-Sector Income ETF worth $4.2K as of Q3 2026.
  • Key Financial Inc left its Capital Group US Multi-Sector Income ETF share count unchanged in Q3 2026.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1028 holding.
  • Key Financial Inc first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Capital Group US Multi-Sector Income ETF position peaked at $4.42K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.