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

Farther Finance 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	$1.54M	Buy	58,549 +24,563	+72%	+$664K	0.01%	896
2026 Q2	$929K	Buy	33,986 +28,146	+482%	+$774K	0.01%	1150
2026 Q1	$159K	Buy	5,840 +447	+8%	+$12.3K	﹤0.01%	2185
2025 Q4	$149K	Sell	5,393 -3,151	-37%	-$87.3K	﹤0.01%	2098
2025 Q3	$237K	Buy	8,544 +300	+4%	+$8.31K	﹤0.01%	1517
2025 Q2	$228K	Buy	8,244 +5,244	+175%	+$142K	﹤0.01%	1332
2025 Q1	$82K	Hold	3,000	–	–	﹤0.01%	1645
2024 Q4	$81.8K	Hold	3,000	–	–	﹤0.01%	1402
2024 Q3	$83.5K	Buy	+3,000	New	+$82.5K	﹤0.01%	1388

Other funds holding CGMS

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors's CGMS Position: Q3 2026 in Review

Farther Finance Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 72% in Q3 2026, buying an estimated $664K and bringing the position to 58,549 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #896.

Farther Finance Advisors first reported a position in CGMS in Q3 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Farther Finance Advisors held 58,549 shares of Capital Group US Multi-Sector Income ETF worth $1.54M as of Q3 2026.
Farther Finance Advisors bought 24,563 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $664K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #896 holding.
Farther Finance Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

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