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Richmond Investment Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Richmond Investment 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 		– Sell
-21,209
Closed -$578K – 159
2026
Q1 		$578K Buy
21,209
+3,546
+20% +$97.9K 0.09% 137
2025
Q4 		$488K Buy
17,663
+7,724
+78% +$214K 0.08% 142
2025
Q3 		$276K Buy
+9,939
New +$275K 0.05% 187

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Wells Fargo
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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

Richmond Investment Services's CGMS Position: Q2 2026 in Review

Richmond Investment Services sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026, closing a stake of 21,209 shares — an estimated $578K sold.

Richmond Investment Services first reported a position in CGMS in Q3 2025 and held it in 3 quarters. The position peaked at $578K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Richmond Investment Services reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 21,209 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $578K.
  • Richmond Investment Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's Capital Group US Multi-Sector Income ETF position peaked at $578K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.