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Prospera Financial Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Prospera Financial 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
Q2 		$17.1M Buy
627,005
+17,679
+3% +$486K 0.25% 85
2026
Q1 		$16.6M Buy
609,326
+77,450
+15% +$2.14M 0.27% 78
2025
Q4 		$14.7M Sell
531,876
-10,854
-2% -$301K 0.24% 89
2025
Q3 		$15.1M Buy
542,730
+17,074
+3% +$473K 0.26% 83
2025
Q2 		$14.5M Sell
525,656
-3,532
-0.7% -$95.7K 0.27% 80
2025
Q1 		$14.4M Buy
529,188
+28,168
+6% +$773K 0.33% 69
2024
Q4 		$13.7M Buy
501,020
+146,078
+41% +$4.02M 0.32% 70
2024
Q3 		$9.88M Buy
354,942
+199,168
+128% +$5.48M 0.25% 85
2024
Q2 		$4.19M Buy
155,774
+8,527
+6% +$229K 0.12% 194
2024
Q1 		$3.98M Buy
147,247
+2,008
+1% +$54.1K 0.12% 188
2023
Q4 		$3.92M Buy
+145,239
New +$3.77M 0.13% 180

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

Prospera Financial Services's CGMS Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.9% in Q2 2026, buying an estimated $486K and bringing the position to 627,005 shares worth $17.1M. The position accounts for 0.25% of the portfolio, ranked #85.

Prospera Financial Services first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Prospera Financial Services held 627,005 shares of Capital Group US Multi-Sector Income ETF worth $17.1M as of Q2 2026.
  • Prospera Financial Services bought 17,679 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $486K.
  • Capital Group US Multi-Sector Income ETF made up 0.25% of Prospera Financial Services's portfolio in Q2 2026, its #85 holding.
  • Prospera Financial Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.