NS
CGMS icon

Northland Securities’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Northland Securities’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 		$305K Sell
11,158
-669
-6% -$18.4K 0.18% 84
2026
Q1 		$322K Sell
11,827
-1,888
-14% -$52.1K 0.31% 70
2025
Q4 		$379K Buy
+13,715
New +$380K 0.36% 58

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Northland Securities's CGMS Position: Q2 2026 in Review

Northland Securities reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.7% in Q2 2026, selling an estimated $18.4K and leaving 11,158 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #84.

Northland Securities first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $379K in Q4 2025. 267 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Northland Securities held 11,158 shares of Capital Group US Multi-Sector Income ETF worth $305K as of Q2 2026.
  • Northland Securities sold 669 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $18.4K.
  • Capital Group US Multi-Sector Income ETF made up 0.18% of Northland Securities's portfolio in Q2 2026, its #84 holding.
  • Northland Securities first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Northland Securities's Capital Group US Multi-Sector Income ETF position peaked at $379K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.