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Wealth Advisors of Iowa’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wealth Advisors of Iowa’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
Q3 		– Sell
-16,918
Closed -$467K – 85
2025
Q2 		$467K Sell
16,918
-3,337
-16% -$90.4K 0.17% 45
2025
Q1 		$553K Buy
20,255
+7,924
+64% +$217K 0.24% 42
2024
Q4 		$336K Buy
12,331
+2,269
+23% +$62.5K 0.17% 43
2024
Q3 		$280K Buy
+10,062
New +$277K 0.14% 48

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wealth Advisors of Iowa's CGMS Position: Q3 2025 in Review

Wealth Advisors of Iowa sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 16,918 shares — an estimated $467K sold.

Wealth Advisors of Iowa first reported a position in CGMS in Q3 2024 and held it in 4 quarters. The position peaked at $553K in Q1 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

  • Wealth Advisors of Iowa reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 16,918 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $467K.
  • Wealth Advisors of Iowa first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 4 quarters.
  • Wealth Advisors of Iowa's Capital Group US Multi-Sector Income ETF position peaked at $553K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2025, filed 14 Nov 2025.