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
Q2 		$217M Buy
7,932,936
+751,761
+10% +$20.7M 0.01% 994
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

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 22.96% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Morgan Stanley's CGMS Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 10% in Q2 2026, buying an estimated $20.7M and bringing the position to 7,932,936 shares worth $217M. The position accounts for 0.01% of the portfolio, ranked #994.

Morgan Stanley first reported a position in CGMS in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Morgan Stanley held 7,932,936 shares of Capital Group US Multi-Sector Income ETF worth $217M as of Q2 2026.
  • Morgan Stanley bought 751,761 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $20.7M.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #994 holding.
  • Morgan Stanley first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.