Sigma Planning Corp’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Sigma Planning Corp’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	$932K	Sell	34,115 -2,356	-6%	-$64.8K	0.02%	621
2026 Q1	$993K	Buy	36,471 +19,632	+117%	+$542K	0.03%	570
2025 Q4	$465K	Sell	16,839 -112	-0.7%	-$3.1K	0.01%	815
2025 Q3	$470K	Sell	16,951 -2,051	-11%	-$56.8K	0.01%	843
2025 Q2	$525K	Sell	19,002 -371	-2%	-$10.1K	0.02%	761
2025 Q1	$529K	Buy	19,373 +3,637	+23%	+$99.8K	0.02%	714
2024 Q4	$429K	Sell	15,736 -1,605	-9%	-$44.2K	0.01%	794
2024 Q3	$483K	Sell	17,341 -19,685	-53%	-$542K	0.01%	756
2024 Q2	$997K	Sell	37,026 -39,895	-52%	-$1.07M	0.03%	489
2024 Q1	$2.08M	Buy	76,921 +50,346	+189%	+$1.36M	0.07%	307
2023 Q4	$717K	Sell	26,575 -23,098	-47%	-$600K	0.06%	345
2023 Q3	$1.27M	Buy	49,673 +33,194	+201%	+$863K	0.05%	385
2023 Q2	$429K	Buy	+16,479	New	+$431K	0.02%	793

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sigma Planning Corp's CGMS Position: Q2 2026 in Review

Sigma Planning Corp reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.5% in Q2 2026, selling an estimated $64.8K and leaving 34,115 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #621.

Sigma Planning Corp first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q1 2024. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Sigma Planning Corp held 34,115 shares of Capital Group US Multi-Sector Income ETF worth $932K as of Q2 2026.
Sigma Planning Corp sold 2,356 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $64.8K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #621 holding.
Sigma Planning Corp first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
Sigma Planning Corp's Capital Group US Multi-Sector Income ETF position peaked at $2.08M in Q1 2024.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.