Fiduciary Alliance’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Fiduciary Alliance’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	$3.48M	Buy	132,674 +3,284	+3%	+$88.8K	0.26%	100
2026 Q2	$3.54M	Sell	129,390 -551	-0.4%	-$15.1K	0.24%	113
2026 Q1	$3.59M	Buy	129,941 +6,056	+5%	+$167K	0.22%	115
2025 Q4	$3.42M	Buy	123,885 +5,905	+5%	+$164K	0.22%	112
2025 Q3	$3.27M	Buy	117,980 +224	+0.2%	+$6.21K	0.22%	104
2025 Q2	$3.25M	Buy	+117,756	New	+$3.19M	0.24%	96

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

Fiduciary Alliance's CGMS Position: Q3 2026 in Review

Fiduciary Alliance increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.5% in Q3 2026, buying an estimated $88.8K and bringing the position to 132,674 shares worth $3.48M. The position accounts for 0.26% of the portfolio, ranked #100.

Fiduciary Alliance first reported a position in CGMS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.59M in Q1 2026. 95 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Fiduciary Alliance held 132,674 shares of Capital Group US Multi-Sector Income ETF worth $3.48M as of Q3 2026.
Fiduciary Alliance bought 3,284 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $88.8K.
Capital Group US Multi-Sector Income ETF made up 0.26% of Fiduciary Alliance's portfolio in Q3 2026, its #100 holding.
Fiduciary Alliance first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 6 quarters since.
Fiduciary Alliance's Capital Group US Multi-Sector Income ETF position peaked at $3.59M in Q1 2026.
95 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.