Balboa Wealth Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Balboa Wealth Partners’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	$908K	Buy	34,630 +841	+2%	+$22.8K	0.12%	139
2026 Q2	$923K	Buy	33,789 +4,498	+15%	+$124K	0.13%	137
2026 Q1	$798K	Buy	+29,291	New	+$808K	0.13%	130
2025 Q3	–	Sell	-12,024	Closed	-$332K	–	416
2025 Q2	$332K	Buy	12,024 +2,172	+22%	+$58.9K	0.07%	230
2025 Q1	$269K	Buy	+9,852	New	+$270K	0.06%	214
2024 Q3	–	Sell	-10,454	Closed	-$281K	–	343
2024 Q2	$281K	Sell	10,454 -848	-8%	-$22.8K	0.07%	202
2024 Q1	$306K	Buy	+11,302	New	+$305K	0.09%	163

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Balboa Wealth Partners's CGMS Position: Q3 2026 in Review

Balboa Wealth Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.5% in Q3 2026, buying an estimated $22.8K and bringing the position to 34,630 shares worth $908K. The position accounts for 0.12% of the portfolio, ranked #139.

Balboa Wealth Partners first reported a position in CGMS in Q1 2024 and has held it in 7 quarters since. The position peaked at $923K in Q2 2026. 306 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Balboa Wealth Partners held 34,630 shares of Capital Group US Multi-Sector Income ETF worth $908K as of Q3 2026.
Balboa Wealth Partners bought 841 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $22.8K.
Capital Group US Multi-Sector Income ETF made up 0.12% of Balboa Wealth Partners's portfolio in Q3 2026, its #139 holding.
Balboa Wealth Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 7 quarters since.
Balboa Wealth Partners's Capital Group US Multi-Sector Income ETF position peaked at $923K in Q2 2026.
306 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.