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CGMS icon

NewEdge Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

NewEdge Advisors’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 		$16.8M Buy
613,158
+77,877
+15% +$2.14M 0.05% 352
2026
Q1 		$14.6M Buy
535,281
+95,822
+22% +$2.64M 0.05% 350
2025
Q4 		$12.1M Buy
439,459
+265,815
+153% +$7.37M 0.04% 377
2025
Q3 		$4.82M Buy
173,644
+24,679
+17% +$684K 0.02% 646
2025
Q2 		$4.11M Buy
148,965
+68,484
+85% +$1.86M 0.02% 641
2025
Q1 		$2.2M Buy
80,481
+17,288
+27% +$474K 0.01% 814
2024
Q4 		$1.72M Buy
63,193
+6,324
+11% +$174K 0.01% 890
2024
Q3 		$1.58M Buy
56,869
+19,255
+51% +$530K 0.01% 898
2024
Q2 		$1.01M Buy
37,614
+1,663
+5% +$44.7K 0.01% 1062
2024
Q1 		$972K Buy
35,951
+1,973
+6% +$53.2K 0.01% 1010
2023
Q4 		$917K Buy
33,978
+33,448
+6,311% +$868K 0.01% 970
2023
Q3 		$13.5K Hold
530
– – ﹤0.01% 2486
2023
Q2 		$13.8K Buy
+530
New +$13.9K ﹤0.01% 2501

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

NewEdge Advisors's CGMS Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 15% in Q2 2026, buying an estimated $2.14M and bringing the position to 613,158 shares worth $16.8M. The position accounts for 0.05% of the portfolio, ranked #352.

NewEdge Advisors first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • NewEdge Advisors held 613,158 shares of Capital Group US Multi-Sector Income ETF worth $16.8M as of Q2 2026.
  • NewEdge Advisors bought 77,877 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.14M.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #352 holding.
  • NewEdge Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.