SPIA
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Steward Partners Investment Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Steward Partners Investment Advisory’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 		$1.65M Buy
60,423
+15,900
+36% +$439K 0.01% 935
2025
Q4 		$1.23M Buy
44,523
+19,493
+78% +$540K 0.01% 971
2025
Q3 		$695K Buy
25,030
+4,586
+22% +$127K ﹤0.01% 1220
2025
Q2 		$565K Buy
20,444
+1,473
+8% +$39.9K ﹤0.01% 1242
2025
Q1 		$518K Buy
18,971
+1,883
+11% +$51.7K ﹤0.01% 1203
2024
Q4 		$466K Buy
17,088
+10,652
+166% +$293K ﹤0.01% 1200
2024
Q3 		$179K Buy
6,436
+2,835
+79% +$78K ﹤0.01% 1583
2024
Q2 		$96.9K Buy
3,601
+2,058
+133% +$55.4K ﹤0.01% 1798
2024
Q1 		$41.7K Buy
1,543
+434
+39% +$11.7K ﹤0.01% 2200
2023
Q4 		$29.9K Buy
+1,109
New +$28.8K ﹤0.01% 2206

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $564B 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