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Nations Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Nations Financial Group’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 		$1.17M Buy
42,865
+6,859
+19% +$189K 0.06% 341
2026
Q1 		$980K Buy
36,006
+970
+3% +$26.8K 0.05% 369
2025
Q4 		$968K Buy
35,036
+373
+1% +$10.3K 0.05% 362
2025
Q3 		$962K Buy
34,663
+1,198
+4% +$33.2K 0.06% 328
2025
Q2 		$924K Buy
33,465
+2,430
+8% +$65.9K 0.06% 308
2025
Q1 		$847K Buy
31,035
+5,757
+23% +$158K 0.06% 308
2024
Q4 		$690K Sell
25,278
-1,804
-7% -$49.7K 0.05% 361
2024
Q3 		$754K Buy
27,082
+465
+2% +$12.8K 0.05% 335
2024
Q2 		$717K Buy
26,617
+181
+0.7% +$4.87K 0.06% 321
2024
Q1 		$715K Buy
26,436
+12,391
+88% +$334K 0.06% 325
2023
Q4 		$379K Buy
14,045
+5,155
+58% +$134K 0.04% 465
2023
Q3 		$227K Buy
+8,890
New +$231K 0.02% 555

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
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

Nations Financial Group's CGMS Position: Q2 2026 in Review

Nations Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q2 2026, buying an estimated $189K and bringing the position to 42,865 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #341.

Nations Financial Group first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Nations Financial Group held 42,865 shares of Capital Group US Multi-Sector Income ETF worth $1.17M as of Q2 2026.
  • Nations Financial Group bought 6,859 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $189K.
  • Capital Group US Multi-Sector Income ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #341 holding.
  • Nations Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.