Prime Capital Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Prime Capital Investment Advisors’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	$1.89M	Buy	69,538 +11,705	+20%	+$323K	0.02%	363
2025 Q4	$1.6M	Buy	57,833 +4,191	+8%	+$116K	0.02%	391
2025 Q3	$1.49M	Buy	53,642 +9,842	+22%	+$273K	0.02%	395
2025 Q2	$1.21M	Sell	43,800 -51,265	-54%	-$1.39M	0.02%	432
2025 Q1	$2.6M	Buy	95,065 +59,892	+170%	+$1.64M	0.03%	317
2024 Q4	$960K	Buy	35,173 +10,983	+45%	+$302K	0.01%	430
2024 Q3	$673K	Buy	+24,190	New	+$666K	0.01%	519

Other funds holding CGMS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $71.6B AUM 21.08% 1-Year Est. Return

GVAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prime Capital Investment Advisors's CGMS Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 20% in Q1 2026, buying an estimated $323K and bringing the position to 69,538 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #363.

Prime Capital Investment Advisors first reported a position in CGMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.6M in Q1 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Prime Capital Investment Advisors held 69,538 shares of Capital Group US Multi-Sector Income ETF worth $1.89M as of Q1 2026.
Prime Capital Investment Advisors bought 11,705 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $323K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #363 holding.
Prime Capital Investment Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 7 quarters since.
Prime Capital Investment Advisors's Capital Group US Multi-Sector Income ETF position peaked at $2.6M in Q1 2025.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.