Patriot Financial Group Insurance Agency’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-107,461	Closed	-$2.97M	–	497
2025 Q2	$2.97M	Buy	107,461 +2,074	+2%	+$56.2K	0.34%	72
2025 Q1	$2.88M	Buy	105,387 +13,173	+14%	+$362K	0.39%	59
2024 Q4	$2.52M	Buy	92,214 +42,860	+87%	+$1.18M	0.34%	66
2024 Q3	$1.37M	Buy	49,354 +14,816	+43%	+$408K	0.18%	132
2024 Q2	$930K	Buy	34,538 +12,334	+56%	+$332K	0.14%	169
2024 Q1	$600K	Buy	+22,204	New	+$599K	0.1%	236

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGMS Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 107,461 shares — an estimated $2.97M sold.

Patriot Financial Group Insurance Agency first reported a position in CGMS in Q1 2024 and held it in 6 quarters. The position peaked at $2.97M in Q2 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 107,461 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $2.97M.
Patriot Financial Group Insurance Agency first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Capital Group US Multi-Sector Income ETF position peaked at $2.97M in Q2 2025.
268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.