CAP Partners LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

CAP Partners LLC’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	$644K	Buy	24,538 +1,053	+4%	+$28.5K	0.3%	79
2026 Q2	$642K	Buy	23,485 +1,456	+7%	+$40K	0.31%	77
2026 Q1	$600K	Buy	22,029 +623	+3%	+$17.2K	0.34%	70
2025 Q4	$591K	Buy	21,406 +928	+5%	+$25.7K	0.34%	71
2025 Q3	$568K	Sell	20,478 -1,613	-7%	-$44.7K	0.32%	71
2025 Q2	$610K	Buy	22,091 +484	+2%	+$13.1K	0.38%	66
2025 Q1	$590K	Buy	21,607 +1,919	+10%	+$52.7K	0.43%	62
2024 Q4	$537K	Buy	19,688 +794	+4%	+$21.9K	0.38%	67
2024 Q3	$526K	Buy	18,894 +777	+4%	+$21.4K	0.39%	64
2024 Q2	$488K	Buy	18,117 +2,178	+14%	+$58.6K	0.4%	63
2024 Q1	$431K	Buy	+15,939	New	+$430K	0.38%	66

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

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

CWA

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

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

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

CAP Partners LLC's CGMS Position: Q3 2026 in Review

CAP Partners LLC increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.5% in Q3 2026, buying an estimated $28.5K and bringing the position to 24,538 shares worth $644K. The position accounts for 0.3% of the portfolio, ranked #79.

CAP Partners LLC first reported a position in CGMS in Q1 2024 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

CAP Partners LLC held 24,538 shares of Capital Group US Multi-Sector Income ETF worth $644K as of Q3 2026.
CAP Partners LLC bought 1,053 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $28.5K.
Capital Group US Multi-Sector Income ETF made up 0.3% of CAP Partners LLC's portfolio in Q3 2026, its #79 holding.
CAP Partners LLC first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and has held it in 11 quarters since.
79 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.