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Moors & Cabot’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Moors & Cabot’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 		$432K Buy
15,811
+5,465
+53% +$150K 0.02% 612
2026
Q1 		$282K Buy
+10,346
New +$286K 0.01% 733

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

Moors & Cabot's CGMS Position: Q2 2026 in Review

Moors & Cabot increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 53% in Q2 2026, buying an estimated $150K and bringing the position to 15,811 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #612.

Moors & Cabot first reported a position in CGMS in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Moors & Cabot held 15,811 shares of Capital Group US Multi-Sector Income ETF worth $432K as of Q2 2026.
  • Moors & Cabot bought 5,465 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $150K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #612 holding.
  • Moors & Cabot first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.