Avidian Wealth Enterprises’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Avidian Wealth Enterprises’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	$394K	Buy	15,005 +206	+1%	+$5.57K	0.01%	542
2026 Q2	$404K	Buy	14,799 +5,673	+62%	+$156K	0.01%	524
2026 Q1	$249K	Buy	+9,126	New	+$252K	0.01%	587
2025 Q1	–	Sell	-142,821	Closed	-$3.9M	–	526
2024 Q4	$3.9M	Buy	142,821 +977	+0.7%	+$26.9K	0.18%	82
2024 Q3	$3.95M	Sell	141,844 -5,985	-4%	-$165K	0.18%	79
2024 Q2	$3.98M	Buy	147,829 +4,372	+3%	+$118K	0.17%	81
2024 Q1	$3.88M	Buy	+143,457	New	+$3.87M	0.19%	73

Other funds holding CGMS

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

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

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Avidian Wealth Enterprises's CGMS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.4% in Q3 2026, buying an estimated $5.57K and bringing the position to 15,005 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #542.

Avidian Wealth Enterprises first reported a position in CGMS in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q2 2024. 133 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Avidian Wealth Enterprises held 15,005 shares of Capital Group US Multi-Sector Income ETF worth $394K as of Q3 2026.
Avidian Wealth Enterprises bought 206 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $5.57K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #542 holding.
Avidian Wealth Enterprises first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Capital Group US Multi-Sector Income ETF position peaked at $3.98M in Q2 2024.
133 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.