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

Rossby Financial’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 		$7.23K Hold
265
– – ﹤0.01% 1368
2025
Q4 		$7.32K Sell
265
-23
-8% -$638 ﹤0.01% 1018
2025
Q3 		$8.01K Sell
288
-190
-40% -$5.26K ﹤0.01% 899
2025
Q2 		$13.2K Buy
+478
New +$13K ﹤0.01% 731

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $666B 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

Rossby Financial's CGMS Position: Q1 2026 in Review

Rossby Financial held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q1 2026 at 265 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Rossby Financial first reported a position in CGMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.2K in Q2 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Rossby Financial held 265 shares of Capital Group US Multi-Sector Income ETF worth $7.23K as of Q1 2026.
  • Rossby Financial left its Capital Group US Multi-Sector Income ETF share count unchanged in Q1 2026.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1368 holding.
  • Rossby Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Rossby Financial's Capital Group US Multi-Sector Income ETF position peaked at $13.2K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.