NFG
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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
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

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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