Stifel Financial
CGMS icon

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

Stifel Financial’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 		$60M Buy
2,195,645
+291,032
+15% +$8M 0.05% 345
2026
Q1 		$51.9M Buy
1,904,613
+512,955
+37% +$14.2M 0.05% 351
2025
Q4 		$38.4M Buy
1,391,658
+205,682
+17% +$5.7M 0.03% 422
2025
Q3 		$32.9M Sell
1,185,976
-54,797
-4% -$1.52M 0.03% 467
2025
Q2 		$34.3M Buy
1,240,773
+249,886
+25% +$6.77M 0.03% 425
2025
Q1 		$27.1M Buy
990,887
+494,339
+100% +$13.6M 0.03% 467
2024
Q4 		$13.5M Sell
496,548
-1,264
-0.3% -$34.8K 0.01% 735
2024
Q3 		$13.9M Buy
497,812
+407,858
+453% +$11.2M 0.01% 734
2024
Q2 		$2.42M Buy
89,954
+12,800
+17% +$344K ﹤0.01% 1594
2024
Q1 		$2.09M Buy
77,154
+26,761
+53% +$721K ﹤0.01% 1691
2023
Q4 		$1.36M Buy
50,393
+8,465
+20% +$220K ﹤0.01% 1942
2023
Q3 		$1.07M Buy
41,928
+27,466
+190% +$714K ﹤0.01% 2006
2023
Q2 		$377K Buy
+14,462
New +$378K ﹤0.01% 2697

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 22.96% 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

Stifel Financial's CGMS Position: Q2 2026 in Review

Stifel Financial increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 15% in Q2 2026, buying an estimated $8M and bringing the position to 2,195,645 shares worth $60M. The position accounts for 0.05% of the portfolio, ranked #345.

Stifel Financial first reported a position in CGMS in Q2 2023 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Stifel Financial held 2,195,645 shares of Capital Group US Multi-Sector Income ETF worth $60M as of Q2 2026.
  • Stifel Financial bought 291,032 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $8M.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #345 holding.
  • Stifel Financial first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.