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
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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return