Moloney Securities Asset Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Moloney Securities Asset Management’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	$306K	Buy	11,030 +70	+0.6%	+$1.94K	0.04%	359
2025 Q2	$303K	Sell	10,960 -18,942	-63%	-$513K	0.04%	359
2025 Q1	$816K	Buy	29,902 +16,087	+116%	+$442K	0.11%	196
2024 Q4	$377K	Buy	13,815 +1,674	+14%	+$46.1K	0.05%	303
2024 Q3	$338K	Buy	+12,141	New	+$334K	0.05%	336
2024 Q1	–	Sell	-12,000	Closed	-$324K	–	466
2023 Q4	$324K	Buy	+12,000	New	+$312K	0.05%	326

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Moloney Securities Asset Management's CGMS Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.64% in Q3 2025, buying an estimated $1.94K and bringing the position to 11,030 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #359.

Moloney Securities Asset Management first reported a position in CGMS in Q4 2023 and has held it in 6 quarters since. The position peaked at $816K in Q1 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

Moloney Securities Asset Management held 11,030 shares of Capital Group US Multi-Sector Income ETF worth $306K as of Q3 2025.
Moloney Securities Asset Management bought 70 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $1.94K.
Capital Group US Multi-Sector Income ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #359 holding.
Moloney Securities Asset Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 6 quarters since.
Moloney Securities Asset Management's Capital Group US Multi-Sector Income ETF position peaked at $816K in Q1 2025.
268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.