RC
CGMS icon

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

Rovin Capital’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
2025
Q4 		$1.55M Buy
56,156
+3,407
+6% +$94.4K 0.41% 57
2025
Q3 		$1.46M Buy
52,749
+29
+0.1% +$804 0.41% 55
2025
Q2 		$1.46M Buy
52,720
+2,954
+6% +$80.1K 0.44% 51
2025
Q1 		$1.36M Buy
+49,766
New +$1.37M 0.44% 49

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Rovin Capital's CGMS Position: Q4 2025 in Review

Rovin Capital increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.5% in Q4 2025, buying an estimated $94.4K and bringing the position to 56,156 shares worth $1.55M. The position accounts for 0.41% of the portfolio, ranked #57.

Rovin Capital first reported a position in CGMS in Q1 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • Rovin Capital held 56,156 shares of Capital Group US Multi-Sector Income ETF worth $1.55M as of Q4 2025.
  • Rovin Capital bought 3,407 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $94.4K.
  • Capital Group US Multi-Sector Income ETF made up 0.41% of Rovin Capital's portfolio in Q4 2025, its #57 holding.
  • Rovin Capital first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.