CX Institutional
CGMS icon

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

CX Institutional’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 		$8K Sell
300
-2,180
-88% -$59K ﹤0.01% 1381
2026
Q2 		$68K Buy
+2,480
New +$68.2K ﹤0.01% 928

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
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 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
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

CX Institutional's CGMS Position: Q3 2026 in Review

CX Institutional reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 88% in Q3 2026, selling an estimated $59K and leaving 300 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

CX Institutional first reported a position in CGMS in Q2 2026 and has held it in 2 quarters since. The position peaked at $68K in Q2 2026. 107 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • CX Institutional held 300 shares of Capital Group US Multi-Sector Income ETF worth $8K as of Q3 2026.
  • CX Institutional sold 2,180 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $59K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1381 holding.
  • CX Institutional first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Capital Group US Multi-Sector Income ETF position peaked at $68K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.