Envestnet Portfolio Solutions Inc. Increases Stock Holdings in Capital Group U.S. Multi-Sector Income ETF $CGMS

Posted by Max Byerly on May 22nd, 2026

Envestnet Portfolio Solutions Inc. raised its stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 32.4% during the 4th quarter, HoldingsChannel reports. The firm owned 128,697 shares of the company’s stock after acquiring an additional 31,491 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Capital Group U.S. Multi-Sector Income ETF were worth $3,555,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of CGMS. UBS Group AG grew its stake in shares of Capital Group U.S. Multi-Sector Income ETF by 49.2% in the 3rd quarter. UBS Group AG now owns 3,524,945 shares of the company’s stock valued at $97,817,000 after purchasing an additional 1,162,393 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in shares of Capital Group U.S. Multi-Sector Income ETF by 27.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 5,400,596 shares of the company’s stock valued at $149,867,000 after purchasing an additional 1,155,945 shares during the last quarter. Regatta Capital Group LLC grew its stake in shares of Capital Group U.S. Multi-Sector Income ETF by 6,655.7% in the 4th quarter. Regatta Capital Group LLC now owns 779,270 shares of the company’s stock valued at $21,523,000 after purchasing an additional 767,735 shares during the last quarter. Raymond James Financial Inc. grew its stake in shares of Capital Group U.S. Multi-Sector Income ETF by 9.1% in the 3rd quarter. Raymond James Financial Inc. now owns 4,338,890 shares of the company’s stock valued at $120,404,000 after purchasing an additional 360,166 shares during the last quarter. Finally, Thayer Financial L.L.C. purchased a new position in shares of Capital Group U.S. Multi-Sector Income ETF in the 4th quarter valued at approximately $7,343,000.

Capital Group U.S. Multi-Sector Income ETF Trading Up 0.0%

Shares of CGMS stock opened at $27.44 on Friday. The business’s 50 day moving average is $27.43 and its two-hundred day moving average is $27.60. Capital Group U.S. Multi-Sector Income ETF has a twelve month low of $26.94 and a twelve month high of $28.08. The company has a market capitalization of $4.69 billion, a P/E ratio of 10.71 and a beta of 0.30.

Capital Group U.S. Multi-Sector Income ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Monday, March 2nd. Shareholders of record on Friday, February 27th were paid a $0.1148 dividend. This is an increase from Capital Group U.S. Multi-Sector Income ETF’s previous monthly dividend of $0.11. The ex-dividend date was Friday, February 27th. This represents a c) annualized dividend and a dividend yield of 5.0%.

Capital Group U.S. Multi-Sector Income ETF Profile

(Free Report)

The Capital Group U.S. Multi-Sector Income ETF (CGMS) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund seeks a high level of current income from an actively managed fund of US corporate debts with varying maturities and credit quality. CGMS was launched on Oct 25, 2022 and is managed by Capital Group.