Markowski Investments
CGMS icon

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

Markowski Investments’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 		$12.8M Buy
486,971
+15,648
+3% +$423K 2.85% 11
2026
Q2 		$12.9M Buy
+471,323
New +$13M 2.84% 11

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Markowski Investments's CGMS Position: Q3 2026 in Review

Markowski Investments increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.3% in Q3 2026, buying an estimated $423K and bringing the position to 486,971 shares worth $12.8M. The position accounts for 2.85% of the portfolio, ranked #11.

Markowski Investments first reported a position in CGMS in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.9M in Q2 2026. 321 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Markowski Investments held 486,971 shares of Capital Group US Multi-Sector Income ETF worth $12.8M as of Q3 2026.
  • Markowski Investments bought 15,648 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $423K.
  • Capital Group US Multi-Sector Income ETF made up 2.85% of Markowski Investments's portfolio in Q3 2026, its #11 holding.
  • Markowski Investments first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Markowski Investments's Capital Group US Multi-Sector Income ETF position peaked at $12.9M in Q2 2026.
  • 321 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.