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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
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 $376B AUM 19.32% 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 $501B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return