MML Investors Services
CGMS icon

MML Investors Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

MML Investors Services’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 		$49M Buy
1,792,846
+429,674
+32% +$11.8M 0.1% 197
2026
Q1 		$37.1M Buy
1,363,172
+117,358
+9% +$3.24M 0.1% 193
2025
Q4 		$34.4M Buy
1,245,814
+177,055
+17% +$4.91M 0.08% 234
2025
Q3 		$29.7M Buy
1,068,759
+174,965
+20% +$4.85M 0.08% 240
2025
Q2 		$24.7M Buy
893,794
+140,156
+19% +$3.8M 0.07% 273
2025
Q1 		$20.6M Buy
753,638
+121,492
+19% +$3.33M 0.07% 288
2024
Q4 		$17.2M Buy
632,146
+215,196
+52% +$5.93M 0.06% 312
2024
Q3 		$11.6M Buy
416,950
+68,972
+20% +$1.9M 0.04% 388
2024
Q2 		$9.37M Buy
347,978
+219,412
+171% +$5.9M 0.04% 412
2024
Q1 		$3.48M Buy
128,566
+17,719
+16% +$478K 0.01% 793
2023
Q4 		$2.99M Buy
110,847
+49,239
+80% +$1.28M 0.01% 816
2023
Q3 		$1.57M Buy
61,608
+15,906
+35% +$414K 0.01% 1001
2023
Q2 		$1.19M Buy
+45,702
New +$1.2M 0.01% 1146

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 22.9% 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

MML Investors Services's CGMS Position: Q2 2026 in Review

MML Investors Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 32% in Q2 2026, buying an estimated $11.8M and bringing the position to 1,792,846 shares worth $49M. The position accounts for 0.1% of the portfolio, ranked #197.

MML Investors Services first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • MML Investors Services held 1,792,846 shares of Capital Group US Multi-Sector Income ETF worth $49M as of Q2 2026.
  • MML Investors Services bought 429,674 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $11.8M.
  • Capital Group US Multi-Sector Income ETF made up 0.1% of MML Investors Services's portfolio in Q2 2026, its #197 holding.
  • MML Investors Services first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.