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

Keystone Financial Services (Nebraska)’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	$3.51M	Buy	128,392 +3,527	+3%	+$97K	2.11%	17
2026 Q1	$3.4M	Buy	124,865 +2,124	+2%	+$58.6K	2.29%	16
2025 Q4	$3.39M	Buy	122,741 +3,110	+3%	+$86.2K	2.31%	16
2025 Q3	$3.32M	Buy	119,631 +6,149	+5%	+$170K	2.32%	16
2025 Q2	$3.13M	Buy	113,482 +4,785	+4%	+$130K	2.38%	15
2025 Q1	$2.97M	Buy	108,697 +1,652	+2%	+$45.3K	2.51%	14
2024 Q4	$2.92M	Buy	+107,045	New	+$2.95M	2.68%	15

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s CGMS Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.8% in Q2 2026, buying an estimated $97K and bringing the position to 128,392 shares worth $3.51M. The position accounts for 2.11% of the portfolio, ranked #17.

Keystone Financial Services (Nebraska) first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Keystone Financial Services (Nebraska) held 128,392 shares of Capital Group US Multi-Sector Income ETF worth $3.51M as of Q2 2026.
Keystone Financial Services (Nebraska) bought 3,527 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $97K.
Capital Group US Multi-Sector Income ETF made up 2.11% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #17 holding.
Keystone Financial Services (Nebraska) first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.