Capital Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Capital Planning’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	$571K	Buy	21,760 +98	+0.5%	+$2.65K	0.15%	54
2026 Q2	$592K	Buy	21,662 +6,148	+40%	+$169K	0.17%	51
2026 Q1	$422K	Buy	15,514 +5,840	+60%	+$161K	0.14%	55
2025 Q4	$267K	Buy	+9,674	New	+$268K	0.07%	77
2025 Q2	–	Sell	-120,527	Closed	-$3.29M	–	82
2025 Q1	$3.29M	Buy	120,527 +7,691	+7%	+$211K	0.92%	30
2024 Q4	$3.08M	Buy	+112,836	New	+$3.11M	0.81%	30
2024 Q3	–	Sell	-25,761	Closed	-$693K	–	88
2024 Q2	$693K	Buy	25,761 +716	+3%	+$19.3K	0.21%	48
2024 Q1	$680K	Buy	25,045 +1,909	+8%	+$51.5K	0.22%	49
2023 Q4	$628K	Buy	23,136 +628	+3%	+$16.3K	0.22%	51
2023 Q3	$575K	Sell	22,508 -830	-4%	-$21.6K	0.23%	52
2023 Q2	$611K	Sell	23,338 -2,026	-8%	-$53K	0.24%	49
2023 Q1	$672K	Buy	25,364 +2,568	+11%	+$67.3K	0.28%	49
2022 Q4	$589K	Buy	+22,796	New	+$589K	0.26%	52

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

Capital Planning's CGMS Position: Q3 2026 in Review

Capital Planning increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.45% in Q3 2026, buying an estimated $2.65K and bringing the position to 21,760 shares worth $571K. The position accounts for 0.15% of the portfolio, ranked #54.

Capital Planning first reported a position in CGMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.29M in Q1 2025. 141 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Capital Planning held 21,760 shares of Capital Group US Multi-Sector Income ETF worth $571K as of Q3 2026.
Capital Planning bought 98 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $2.65K.
Capital Group US Multi-Sector Income ETF made up 0.15% of Capital Planning's portfolio in Q3 2026, its #54 holding.
Capital Planning first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2022 and has held it in 13 quarters since.
Capital Planning's Capital Group US Multi-Sector Income ETF position peaked at $3.29M in Q1 2025.
141 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.