Beacon Financial Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Beacon Financial Advisory’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	–	Sell	-10,022	Closed	-$274K	–	426
2026 Q2	$274K	Sell	10,022 -1,458	-13%	-$40.1K	0.05%	351
2026 Q1	$313K	Sell	11,480 -492	-4%	-$13.6K	0.07%	301
2025 Q4	$331K	Buy	11,972 +805	+7%	+$22.3K	0.08%	280
2025 Q3	$310K	Buy	11,167 +17	+0.2%	+$471	0.07%	289
2025 Q2	$308K	Buy	11,150 +78	+0.7%	+$2.11K	0.08%	267
2025 Q1	$302K	Buy	11,072 +74	+0.7%	+$2.03K	0.09%	242
2024 Q4	$300K	Buy	10,998 +819	+8%	+$22.6K	0.1%	225
2024 Q3	$283K	Buy	+10,179	New	+$280K	0.1%	225

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

Markowski Investments Tampa, Florida $448M AUM

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

Beacon Financial Advisory's CGMS Position: Q3 2026 in Review

Beacon Financial Advisory sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2026, closing a stake of 10,022 shares — an estimated $274K sold.

Beacon Financial Advisory first reported a position in CGMS in Q3 2024 and held it in 8 quarters. The position peaked at $331K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Beacon Financial Advisory reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2026 after selling out during the quarter.
Beacon Financial Advisory sold 10,022 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $274K.
Beacon Financial Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 8 quarters.
Beacon Financial Advisory's Capital Group US Multi-Sector Income ETF position peaked at $331K in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.