Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Northwestern Mutual Wealth Management’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 		$25.7M Buy
940,884
+86,194
+10% +$2.37M 0.01% 425
2026
Q1 		$23.3M Buy
854,690
+80,954
+10% +$2.23M 0.01% 409
2025
Q4 		$21.4M Sell
773,736
-137,452
-15% -$3.81M 0.01% 412
2025
Q3 		$25.3M Buy
911,188
+256,912
+39% +$7.12M 0.02% 362
2025
Q2 		$18.1M Buy
654,276
+344,993
+112% +$9.35M 0.01% 396
2025
Q1 		$8.44M Buy
309,283
+207,312
+203% +$5.69M 0.01% 525
2024
Q4 		$2.78M Buy
101,971
+52,236
+105% +$1.44M ﹤0.01% 767
2024
Q3 		$1.38M Buy
49,735
+41,863
+532% +$1.15M ﹤0.01% 957
2024
Q2 		$212K Buy
+7,872
New +$212K ﹤0.01% 1543

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 22.9% 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

Northwestern Mutual Wealth Management's CGMS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 10% in Q2 2026, buying an estimated $2.37M and bringing the position to 940,884 shares worth $25.7M. The position accounts for 0.01% of the portfolio, ranked #425.

Northwestern Mutual Wealth Management first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 940,884 shares of Capital Group US Multi-Sector Income ETF worth $25.7M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 86,194 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $2.37M.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Northwestern Mutual Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.