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Parsonex Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Parsonex Advisory Services’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
Q1 		– Sell
-12,785
Closed -$353K – 66
2025
Q4 		$353K Hold
12,785
– – 0.23% 68
2025
Q3 		$355K Buy
+12,785
New +$354K 0.24% 70

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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 $79.5B AUM 27.1% 1-Year Est. Return
GVAG
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Parsonex Advisory Services's CGMS Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 12,785 shares — an estimated $353K sold.

Parsonex Advisory Services first reported a position in CGMS in Q3 2025 and held it in 2 quarters. The position peaked at $355K in Q3 2025. 331 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 12,785 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $353K.
  • Parsonex Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 2 quarters.
  • Parsonex Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $355K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.