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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
Q2 		$2.32M Buy
84,960
+24,537
+41% +$675K 0.01% 853
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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Steward Partners Investment Advisory's CGMS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 41% in Q2 2026, buying an estimated $675K and bringing the position to 84,960 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #853.

Steward Partners Investment Advisory first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Steward Partners Investment Advisory held 84,960 shares of Capital Group US Multi-Sector Income ETF worth $2.32M as of Q2 2026.
  • Steward Partners Investment Advisory bought 24,537 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $675K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #853 holding.
  • Steward Partners Investment Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.