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Wellington Capital Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wellington Capital Management’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
Q2 		$587K Buy
+74,041
New +$2.01M 0.88% 39

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wellington Capital Management's CGMS Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2025: 74,041 shares worth $587K. The stake represents 0.88% of the portfolio and ranks #39 among its holdings.

257 funds tracked by Wall St. Rank hold CGMS as of Q2 2025.

  • Wellington Capital Management held 74,041 shares of Capital Group US Multi-Sector Income ETF worth $587K as of Q2 2025.
  • Capital Group US Multi-Sector Income ETF was a new Wellington Capital Management position in Q2 2025.
  • Capital Group US Multi-Sector Income ETF made up 0.88% of Wellington Capital Management's portfolio in Q2 2025, its #39 holding.
  • 257 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.