Morgan Stanley
CGMS icon

Morgan Stanley’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Morgan Stanley’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 		$196M Buy
7,181,175
+481,877
+7% +$13.3M 0.01% 960
2025
Q4 		$185M Buy
6,699,298
+183,781
+3% +$5.09M 0.01% 987
2025
Q3 		$181M Buy
6,515,517
+911,416
+16% +$25.3M 0.01% 994
2025
Q2 		$155M Sell
5,604,101
-348,132
-6% -$9.44M 0.01% 1022
2025
Q1 		$162M Buy
5,952,233
+1,200,537
+25% +$32.9M 0.01% 956
2024
Q4 		$130M Buy
4,751,696
+2,238,342
+89% +$61.6M 0.01% 1077
2024
Q3 		$70M Buy
2,513,354
+1,248,002
+99% +$34.3M 0.01% 1532
2024
Q2 		$34.1M Buy
1,265,352
+1,155,179
+1,049% +$31.1M ﹤0.01% 2125
2024
Q1 		$2.98M Buy
+110,173
New +$2.97M ﹤0.01% 4328

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Raymond James Financial
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UBS Group
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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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return