Dynamic Advisor Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Dynamic Advisor Solutions’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	$3.97M	Buy	151,380 +21,744	+17%	+$588K	0.11%	190
2026 Q2	$3.54M	Buy	129,636 +21,091	+19%	+$580K	0.1%	215
2026 Q1	$2.96M	Buy	108,545 +41,316	+61%	+$1.14M	0.09%	231
2025 Q4	$1.86M	Sell	67,229 -75,953	-53%	-$2.11M	0.06%	311
2025 Q3	$3.97M	Buy	143,182 +1,565	+1%	+$43.4K	0.12%	198
2025 Q2	$3.91M	Buy	141,617 +15,289	+12%	+$414K	0.12%	196
2025 Q1	$3.45M	Buy	126,328 +5,720	+5%	+$157K	0.11%	197
2024 Q4	$3.29M	Buy	120,608 +1,482	+1%	+$40.8K	0.14%	152
2024 Q3	$3.32M	Buy	119,126 +17,086	+17%	+$470K	0.1%	225
2024 Q2	$2.75M	Buy	+102,040	New	+$2.75M	0.09%	255

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

CWA

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

BIP

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

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Dynamic Advisor Solutions's CGMS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 17% in Q3 2026, buying an estimated $588K and bringing the position to 151,380 shares worth $3.97M. The position accounts for 0.11% of the portfolio, ranked #190.

Dynamic Advisor Solutions first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.97M in Q3 2025. 70 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Dynamic Advisor Solutions held 151,380 shares of Capital Group US Multi-Sector Income ETF worth $3.97M as of Q3 2026.
Dynamic Advisor Solutions bought 21,744 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $588K.
Capital Group US Multi-Sector Income ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #190 holding.
Dynamic Advisor Solutions first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Capital Group US Multi-Sector Income ETF position peaked at $3.97M in Q3 2025.
70 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.