Wells Fargo
CGMS icon

Wells Fargo’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wells Fargo’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 		$272M Buy
9,954,981
+2,590,478
+35% +$71.2M 0.04% 340
2026
Q1 		$201M Buy
7,364,503
+1,959,676
+36% +$54.1M 0.04% 391
2025
Q4 		$149M Buy
5,404,827
+1,658,572
+44% +$46M 0.03% 473
2025
Q3 		$104M Buy
3,746,255
+966,965
+35% +$26.8M 0.02% 588
2025
Q2 		$76.8M Buy
2,779,290
+322,629
+13% +$8.74M 0.02% 668
2025
Q1 		$67.1M Buy
2,456,661
+543,348
+28% +$14.9M 0.02% 687
2024
Q4 		$52.2M Buy
1,913,313
+546,392
+40% +$15M 0.01% 794
2024
Q3 		$38.1M Buy
1,366,921
+656,454
+92% +$18.1M 0.01% 922
2024
Q2 		$19.1M Buy
710,467
+656,981
+1,228% +$17.7M ﹤0.01% 1268
2024
Q1 		$1.45M Buy
53,486
+53,485
+5,348,500% +$1.44M ﹤0.01% 3213
2023
Q4 		$15 Buy
+1
New +$26 ﹤0.01% 7289

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Wells Fargo's CGMS Position: Q2 2026 in Review

Wells Fargo increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 35% in Q2 2026, buying an estimated $71.2M and bringing the position to 9,954,981 shares worth $272M. The position accounts for 0.04% of the portfolio, ranked #340.

Wells Fargo first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Wells Fargo held 9,954,981 shares of Capital Group US Multi-Sector Income ETF worth $272M as of Q2 2026.
  • Wells Fargo bought 2,590,478 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $71.2M.
  • Capital Group US Multi-Sector Income ETF made up 0.04% of Wells Fargo's portfolio in Q2 2026, its #340 holding.
  • Wells Fargo first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.