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Keystone Financial Group (Kentucky)’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Keystone Financial Group (Kentucky)’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 		$323K Buy
11,820
+1,813
+18% +$49.8K 0.02% 424
2026
Q1 		$272K Buy
10,007
+657
+7% +$18.1K 0.02% 418
2025
Q4 		$258K Buy
+9,350
New +$259K 0.02% 381

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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

Keystone Financial Group (Kentucky)'s CGMS Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 18% in Q2 2026, buying an estimated $49.8K and bringing the position to 11,820 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #424.

Keystone Financial Group (Kentucky) first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 11,820 shares of Capital Group US Multi-Sector Income ETF worth $323K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,813 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $49.8K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #424 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.