Superior Planning, LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Superior Planning, LLC’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 Q3	$2.19M	Buy	+83,401	New	+$2.26M	0.91%	23

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Superior Planning, LLC's CGMS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2026: 83,401 shares worth $2.19M. The stake represents 0.91% of the portfolio and ranks #23 among its holdings.

283 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Superior Planning, LLC held 83,401 shares of Capital Group US Multi-Sector Income ETF worth $2.19M as of Q3 2026.
Capital Group US Multi-Sector Income ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group US Multi-Sector Income ETF made up 0.91% of Superior Planning, LLC's portfolio in Q3 2026, its #23 holding.
283 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.