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Centennial Wealth Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Centennial Wealth 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 		$11.8M Sell
451,485
-26,983
-6% -$730K 2.44% 12
2026
Q2 		$13.1M Buy
478,468
+24,712
+5% +$679K 2.82% 10
2026
Q1 		$12.4M Buy
453,756
+226,312
+100% +$6.25M 2.99% 10
2025
Q4 		$6.28M Buy
227,444
+3,179
+1% +$88.1K 1.66% 14
2025
Q3 		$6.22M Buy
224,265
+78,204
+54% +$2.17M 1.73% 14
2025
Q2 		$4.03M Buy
146,061
+86,654
+146% +$2.35M 1.28% 15
2025
Q1 		$1.62M Buy
59,407
+22,523
+61% +$618K 0.59% 25
2024
Q4 		$1.01M Buy
36,884
+25,383
+221% +$699K 0.39% 32
2024
Q3 		$320K Buy
+11,501
New +$316K 0.12% 111

Other funds holding CGMS

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Onyx Bridge Wealth Group
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
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Centennial Wealth Advisory's CGMS Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.6% in Q3 2026, selling an estimated $730K and leaving 451,485 shares worth $11.8M. The position accounts for 2.44% of the portfolio, ranked #12.

Centennial Wealth Advisory first reported a position in CGMS in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q2 2026. 72 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Centennial Wealth Advisory held 451,485 shares of Capital Group US Multi-Sector Income ETF worth $11.8M as of Q3 2026.
  • Centennial Wealth Advisory sold 26,983 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $730K.
  • Capital Group US Multi-Sector Income ETF made up 2.44% of Centennial Wealth Advisory's portfolio in Q3 2026, its #12 holding.
  • Centennial Wealth Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 9 quarters since.
  • Centennial Wealth Advisory's Capital Group US Multi-Sector Income ETF position peaked at $13.1M in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

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