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

Cooper Financial Group’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	$562K	Buy	21,424 +340	+2%	+$9.2K	0.04%	244
2026 Q2	$576K	Buy	21,084 +333	+2%	+$9.15K	0.05%	245
2026 Q1	$565K	Buy	20,751 +244	+1%	+$6.73K	0.06%	236
2025 Q4	$566K	Buy	20,507 +337	+2%	+$9.34K	0.06%	227
2025 Q3	$560K	Buy	20,170 +7,276	+56%	+$202K	0.06%	222
2025 Q2	$356K	Buy	12,894 +179	+1%	+$4.85K	0.04%	276
2025 Q1	$347K	Buy	12,715 +167	+1%	+$4.58K	0.05%	291
2024 Q4	$342K	Buy	12,548 +201	+2%	+$5.54K	0.04%	288
2024 Q3	$344K	Buy	12,347 +172	+1%	+$4.73K	0.04%	293
2024 Q2	$328K	Buy	+12,175	New	+$328K	0.05%	284

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

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

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

Cooper Financial Group's CGMS Position: Q3 2026 in Review

Cooper Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.6% in Q3 2026, buying an estimated $9.2K and bringing the position to 21,424 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #244.

Cooper Financial Group first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $576K in Q2 2026. 107 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Cooper Financial Group held 21,424 shares of Capital Group US Multi-Sector Income ETF worth $562K as of Q3 2026.
Cooper Financial Group bought 340 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $9.2K.
Capital Group US Multi-Sector Income ETF made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #244 holding.
Cooper Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
Cooper Financial Group's Capital Group US Multi-Sector Income ETF position peaked at $576K in Q2 2026.
107 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.