PS
CGMS icon

Principal Securities’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Principal Securities’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 		$781K Buy
28,590
+1,561
+6% +$42.9K 0.01% 877
2026
Q1 		$736K Buy
27,029
+2,044
+8% +$56.4K 0.01% 823
2025
Q4 		$690K Buy
24,985
+1,422
+6% +$39.4K 0.01% 812
2025
Q3 		$654K Sell
23,563
-60
-0.3% -$1.66K 0.01% 808
2025
Q2 		$652K Buy
23,623
+8,789
+59% +$238K 0.01% 753
2025
Q1 		$405K Hold
14,834
– – 0.01% 859
2024
Q4 		$405K Sell
14,834
-230
-2% -$6.33K 0.01% 853
2024
Q3 		$419K Buy
15,064
+2,668
+22% +$73.4K 0.01% 824
2024
Q2 		$334K Buy
12,396
+2,346
+23% +$63.1K 0.01% 843
2024
Q1 		$272K Buy
10,050
+600
+6% +$16.2K 0.01% 896
2023
Q4 		$255K Buy
+9,450
New +$245K 0.01% 851

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 22.96% 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

Principal Securities's CGMS Position: Q2 2026 in Review

Principal Securities increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.8% in Q2 2026, buying an estimated $42.9K and bringing the position to 28,590 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #877.

Principal Securities first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Principal Securities held 28,590 shares of Capital Group US Multi-Sector Income ETF worth $781K as of Q2 2026.
  • Principal Securities bought 1,561 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $42.9K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #877 holding.
  • Principal Securities first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.