AA Financial Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

AA Financial Advisors’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	$2.06M	Buy	78,488 +964	+1%	+$26.1K	0.25%	73
2026 Q2	$2.12M	Buy	77,524 +2,437	+3%	+$67K	0.25%	70
2026 Q1	$2.04M	Buy	75,087 +56,957	+314%	+$1.57M	0.29%	70
2025 Q4	$501K	Buy	18,130 +8,129	+81%	+$225K	0.09%	125
2025 Q3	$278K	Buy	10,001 +95	+1%	+$2.63K	0.05%	162
2025 Q2	$274K	Hold	9,906	–	–	0.06%	159
2025 Q1	$270K	Hold	9,906	–	–	0.07%	145
2024 Q4	$270K	Hold	9,906	–	–	0.07%	140
2024 Q3	$276K	Hold	9,906	–	–	0.08%	142
2024 Q2	$267K	Hold	9,906	–	–	0.09%	137
2024 Q1	$268K	Buy	+9,906	New	+$267K	0.11%	135

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

AA Financial Advisors's CGMS Position: Q3 2026 in Review

AA Financial Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.2% in Q3 2026, buying an estimated $26.1K and bringing the position to 78,488 shares worth $2.06M. The position accounts for 0.25% of the portfolio, ranked #73.

AA Financial Advisors first reported a position in CGMS in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.12M in Q2 2026. 294 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

AA Financial Advisors held 78,488 shares of Capital Group US Multi-Sector Income ETF worth $2.06M as of Q3 2026.
AA Financial Advisors bought 964 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $26.1K.
Capital Group US Multi-Sector Income ETF made up 0.25% of AA Financial Advisors's portfolio in Q3 2026, its #73 holding.
AA Financial Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 11 quarters since.
AA Financial Advisors's Capital Group US Multi-Sector Income ETF position peaked at $2.12M in Q2 2026.
294 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.