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

Act Wealth 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
2026
Q3 		$393K Buy
14,980
+4,504
+43% +$122K 0.12% 39
2026
Q2 		$286K Buy
+10,476
New +$288K 0.08% 50

Other funds holding CGMS

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Act Wealth Management's CGMS Position: Q3 2026 in Review

Act Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 43% in Q3 2026, buying an estimated $122K and bringing the position to 14,980 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #39.

Act Wealth Management first reported a position in CGMS in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Act Wealth Management held 14,980 shares of Capital Group US Multi-Sector Income ETF worth $393K as of Q3 2026.
  • Act Wealth Management bought 4,504 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $122K.
  • Capital Group US Multi-Sector Income ETF made up 0.12% of Act Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Act Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.