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Stratos Wealth Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Stratos Wealth Partners’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 		$5.12M Buy
188,059
+11,105
+6% +$306K 0.06% 329
2025
Q4 		$4.89M Buy
176,954
+53,998
+44% +$1.5M 0.06% 329
2025
Q3 		$3.41M Buy
122,956
+80,052
+187% +$2.22M 0.04% 402
2025
Q2 		$1.19M Buy
+42,904
New +$1.16M 0.02% 637

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $666B 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

Stratos Wealth Partners's CGMS Position: Q1 2026 in Review

Stratos Wealth Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.3% in Q1 2026, buying an estimated $306K and bringing the position to 188,059 shares worth $5.12M. The position accounts for 0.06% of the portfolio, ranked #329.

Stratos Wealth Partners first reported a position in CGMS in Q2 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Stratos Wealth Partners held 188,059 shares of Capital Group US Multi-Sector Income ETF worth $5.12M as of Q1 2026.
  • Stratos Wealth Partners bought 11,105 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $306K.
  • Capital Group US Multi-Sector Income ETF made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #329 holding.
  • Stratos Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.