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

CoreCap Advisors’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	$323K	Buy	12,295 +1,925	+19%	+$52.1K	0.01%	690
2026 Q2	$283K	Sell	10,370 -98	-0.9%	-$2.69K	0.01%	728
2026 Q1	$285K	Buy	10,468 +829	+9%	+$22.9K	0.01%	674
2025 Q4	$266K	Buy	9,639 +88	+0.9%	+$2.44K	0.01%	694
2025 Q3	$265K	Buy	9,551 +2,772	+41%	+$76.8K	0.01%	709
2025 Q2	$187K	Sell	6,779 -46,466	-87%	-$1.26M	0.01%	762
2025 Q1	$1.45M	Sell	53,245 -12,588	-19%	-$345K	0.06%	262
2024 Q4	$1.8M	Buy	65,833 +62,924	+2,163%	+$1.73M	0.08%	230
2024 Q3	$81K	Buy	2,909 +2,066	+245%	+$56.8K	﹤0.01%	1005
2024 Q2	$22.7K	Buy	+843	New	+$22.7K	﹤0.01%	860

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

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

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

CoreCap Advisors's CGMS Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q3 2026, buying an estimated $52.1K and bringing the position to 12,295 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #690.

CoreCap Advisors first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2024. 95 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

CoreCap Advisors held 12,295 shares of Capital Group US Multi-Sector Income ETF worth $323K as of Q3 2026.
CoreCap Advisors bought 1,925 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $52.1K.
Capital Group US Multi-Sector Income ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #690 holding.
CoreCap Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
CoreCap Advisors's Capital Group US Multi-Sector Income ETF position peaked at $1.8M in Q4 2024.
95 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.