SAG
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SageView Advisory Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

SageView Advisory Group’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
2024
Q1 		– Sell
-23,300
Closed -$632K – 549
2023
Q4 		$632K Buy
23,300
+5,789
+33% +$150K 0.03% 343
2023
Q3 		$447K Buy
17,511
+3,037
+21% +$79K 0.03% 345
2023
Q2 		$377K Buy
+14,474
New +$379K 0.02% 400

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's CGMS Position: Q1 2024 in Review

SageView Advisory Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2024, closing a stake of 23,300 shares — an estimated $632K sold.

SageView Advisory Group first reported a position in CGMS in Q2 2023 and held it in 3 quarters. The position peaked at $632K in Q4 2023. 105 funds tracked by Wall St. Rank hold CGMS as of Q1 2024.

  • SageView Advisory Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 23,300 Capital Group US Multi-Sector Income ETF shares in Q1 2024, an estimated $632K.
  • SageView Advisory Group first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's Capital Group US Multi-Sector Income ETF position peaked at $632K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.