Mariner
CGMS icon

Mariner’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Mariner’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 		$609K Sell
22,287
-262,459
-92% -$7.21M ﹤0.01% 2322
2026
Q1 		$7.75M Sell
284,746
-402,553
-59% -$11.1M 0.01% 858
2025
Q4 		$19M Buy
687,299
+23,820
+4% +$660K 0.02% 463
2025
Q3 		$18.4M Sell
663,479
-78,429
-11% -$2.17M 0.02% 444
2025
Q2 		$20.5M Buy
741,908
+19,181
+3% +$520K 0.03% 407
2025
Q1 		$19.7M Buy
722,727
+35,946
+5% +$987K 0.03% 379
2024
Q4 		$18.7M Buy
686,781
+388,643
+130% +$10.7M 0.03% 382
2024
Q3 		$8.3M Buy
298,138
+273,602
+1,115% +$7.53M 0.01% 588
2024
Q2 		$661K Sell
24,536
-5,756
-19% -$155K ﹤0.01% 1827
2024
Q1 		$819K Buy
30,292
+4,767
+19% +$129K ﹤0.01% 1659
2023
Q4 		$689K Buy
25,525
+4,844
+23% +$126K ﹤0.01% 1706
2023
Q3 		$528K Buy
+20,681
New +$538K ﹤0.01% 1744

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Mariner's CGMS Position: Q2 2026 in Review

Mariner reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 92% in Q2 2026, selling an estimated $7.21M and leaving 22,287 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Mariner first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.5M in Q2 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Mariner held 22,287 shares of Capital Group US Multi-Sector Income ETF worth $609K as of Q2 2026.
  • Mariner sold 262,459 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $7.21M.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2322 holding.
  • Mariner first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Mariner's Capital Group US Multi-Sector Income ETF position peaked at $20.5M in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.