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Orion Portfolio Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$614K Buy
22,480
+8,724
+63% +$239K 0.01% 1315
2024
Q4 		$375K Buy
+13,756
New +$379K ﹤0.01% 1451

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orion Portfolio Solutions's CGMS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 63% in Q1 2025, buying an estimated $239K and bringing the position to 22,480 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #1315.

Orion Portfolio Solutions first reported a position in CGMS in Q4 2024 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold CGMS as of Q1 2025.

  • Orion Portfolio Solutions held 22,480 shares of Capital Group US Multi-Sector Income ETF worth $614K as of Q1 2025.
  • Orion Portfolio Solutions bought 8,724 Capital Group US Multi-Sector Income ETF shares in Q1 2025, an estimated $239K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1315 holding.
  • Orion Portfolio Solutions first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.