Matthew Hamilton Rosenberg’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	–	Sell	-825	Closed	-$22.8K	–	807
2025 Q2	$22.8K	Buy	825 +754	+1,062%	+$20.4K	0.01%	539
2025 Q1	$1.94K	Buy	+71	New	+$1.95K	﹤0.01%	763
2024 Q3	–	Sell	-911	Closed	-$24.5K	–	838
2024 Q2	$24.5K	Buy	+911	New	+$24.5K	0.01%	502

Other funds holding CGMS

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Matthew Hamilton Rosenberg's CGMS Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 825 shares — an estimated $22.8K sold.

Matthew Hamilton Rosenberg first reported a position in CGMS in Q2 2024 and held it in 3 quarters. The position peaked at $24.5K in Q2 2024. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

Matthew Hamilton Rosenberg reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 825 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $22.8K.
Matthew Hamilton Rosenberg first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and held it in 3 quarters.
Matthew Hamilton Rosenberg's Capital Group US Multi-Sector Income ETF position peaked at $24.5K in Q2 2024.
268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.