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NorthRock Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

NorthRock Partners’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
2025
Q4 		– Sell
-7,501
Closed -$208K – 676
2025
Q3 		$208K Buy
+7,501
New +$208K ﹤0.01% 806

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Raymond James Financial
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UBS Group
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Cetera Investment Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NorthRock Partners's CGMS Position: Q4 2025 in Review

NorthRock Partners sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 7,501 shares — an estimated $208K sold.

NorthRock Partners first reported a position in CGMS in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • NorthRock Partners reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 7,501 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $208K.
  • NorthRock Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 1 quarter.
  • NorthRock Partners's Capital Group US Multi-Sector Income ETF position peaked at $208K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.