M1FG
CGMS icon

Mach-1 Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-26,534
Closed -$736K – 321
2025
Q3 		$736K Buy
+26,534
New +$735K 0.12% 93

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mach-1 Financial Group's CGMS Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 26,534 shares — an estimated $736K sold.

Mach-1 Financial Group first reported a position in CGMS in Q3 2025 and held it in 1 quarter. The position peaked at $736K in Q3 2025. 316 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 26,534 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $736K.
  • Mach-1 Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Capital Group US Multi-Sector Income ETF position peaked at $736K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.