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

Freestate 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 		$455K Buy
17,362
+203
+1% +$5.49K 0.35% 30
2026
Q2 		$469K Buy
17,159
+178
+1% +$4.89K 0.35% 26
2026
Q1 		$462K Buy
16,981
+1,250
+8% +$34.5K 0.37% 27
2025
Q4 		$434K Buy
15,731
+3,722
+31% +$103K 0.35% 28
2025
Q3 		$333K Buy
12,009
+1,941
+19% +$53.8K 0.28% 31
2025
Q2 		$278K Buy
+10,068
New +$273K 0.25% 36

Other funds holding CGMS

SEIA
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
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Freestate Advisors's CGMS Position: Q3 2026 in Review

Freestate Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.2% in Q3 2026, buying an estimated $5.49K and bringing the position to 17,362 shares worth $455K. The position accounts for 0.35% of the portfolio, ranked #30.

Freestate Advisors first reported a position in CGMS in Q2 2025 and has held it in 6 quarters since. The position peaked at $469K in Q2 2026. 37 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Freestate Advisors held 17,362 shares of Capital Group US Multi-Sector Income ETF worth $455K as of Q3 2026.
  • Freestate Advisors bought 203 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $5.49K.
  • Capital Group US Multi-Sector Income ETF made up 0.35% of Freestate Advisors's portfolio in Q3 2026, its #30 holding.
  • Freestate Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Freestate Advisors's Capital Group US Multi-Sector Income ETF position peaked at $469K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.