Diversify Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Diversify Advisory Services’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	$1.57M	Buy	59,418 +9,823	+20%	+$266K	0.02%	516
2026 Q2	$1.35M	Buy	+49,595	New	+$1.36M	0.02%	534
2026 Q1	–	Sell	-20,843	Closed	-$578K	–	317
2025 Q4	$578K	Buy	+20,843	New	+$578K	0.02%	561

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

Diversify Advisory Services's CGMS Position: Q3 2026 in Review

Diversify Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 20% in Q3 2026, buying an estimated $266K and bringing the position to 59,418 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #516.

Diversify Advisory Services first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Diversify Advisory Services held 59,418 shares of Capital Group US Multi-Sector Income ETF worth $1.57M as of Q3 2026.
Diversify Advisory Services bought 9,823 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $266K.
Capital Group US Multi-Sector Income ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #516 holding.
Diversify Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 3 quarters since.
82 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.