VBA
CGMS icon

von Borstel & Associates’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

von Borstel & Associates’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
2025
Q4 		– Sell
-106,285
Closed -$2.94M – 68
2025
Q3 		$2.94M Buy
+106,285
New +$2.95M 0.45% 32

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

von Borstel & Associates's CGMS Position: Q4 2025 in Review

von Borstel & Associates sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q4 2025, closing a stake of 106,285 shares — an estimated $2.94M sold.

von Borstel & Associates first reported a position in CGMS in Q3 2025 and held it in 1 quarter. The position peaked at $2.94M in Q3 2025. 316 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • von Borstel & Associates reported no remaining Capital Group US Multi-Sector Income ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 106,285 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $2.94M.
  • von Borstel & Associates first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Capital Group US Multi-Sector Income ETF position peaked at $2.94M in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.