Boyer Financial Services
CGMS icon

Boyer Financial Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Boyer Financial Services’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 		$2.77M Sell
105,658
-1,244
-1% -$33.7K 2.22% 14
2026
Q2 		$2.93M Sell
106,902
-24,123
-18% -$663K 2.47% 12
2026
Q1 		$3.57M Sell
131,025
-2,024
-2% -$55.9K 3.78% 10
2025
Q4 		$3.68M Buy
+133,049
New +$3.69M 3.9% 11

Other funds holding CGMS

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Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Boyer Financial Services's CGMS Position: Q3 2026 in Review

Boyer Financial Services reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.2% in Q3 2026, selling an estimated $33.7K and leaving 105,658 shares worth $2.77M. The position accounts for 2.22% of the portfolio, ranked #14.

Boyer Financial Services first reported a position in CGMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q4 2025. 215 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Boyer Financial Services held 105,658 shares of Capital Group US Multi-Sector Income ETF worth $2.77M as of Q3 2026.
  • Boyer Financial Services sold 1,244 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $33.7K.
  • Capital Group US Multi-Sector Income ETF made up 2.22% of Boyer Financial Services's portfolio in Q3 2026, its #14 holding.
  • Boyer Financial Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Capital Group US Multi-Sector Income ETF position peaked at $3.68M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.