Global Financial Private Client
CGMS icon

Global Financial Private Client’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Global Financial Private Client’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 		$409K Hold
15,607
– – 0.11% 178
2026
Q2 		$427K Hold
15,607
– – 0.12% 185
2026
Q1 		$425K Hold
15,607
– – 0.14% 168
2025
Q4 		$431K Hold
15,607
– – 0.15% 156
2025
Q3 		$433K Hold
15,607
– – 0.15% 157
2025
Q2 		$431K Hold
15,607
– – 0.16% 150
2025
Q1 		$426K Hold
15,607
– – 0.16% 142
2024
Q4 		$426K Hold
15,607
– – 0.16% 145
2024
Q3 		$434K Buy
+15,607
New +$429K 0.17% 142

Other funds holding CGMS

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Global Financial Private Client's CGMS Position: Q3 2026 in Review

Global Financial Private Client held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q3 2026 at 15,607 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #178.

Global Financial Private Client first reported a position in CGMS in Q3 2024 and has held it in 9 quarters since. The position peaked at $434K in Q3 2024. 187 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Global Financial Private Client held 15,607 shares of Capital Group US Multi-Sector Income ETF worth $409K as of Q3 2026.
  • Global Financial Private Client left its Capital Group US Multi-Sector Income ETF share count unchanged in Q3 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.11% of Global Financial Private Client's portfolio in Q3 2026, its #178 holding.
  • Global Financial Private Client first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 9 quarters since.
  • Global Financial Private Client's Capital Group US Multi-Sector Income ETF position peaked at $434K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.