IFG Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

IFG Advisory’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	$1M	Buy	38,293 +3,247	+9%	+$87.8K	0.03%	444
2026 Q2	$958K	Buy	+35,046	New	+$963K	0.03%	436
2026 Q1	–	Sell	-21,493	Closed	-$594K	–	405
2025 Q4	$594K	Buy	21,493 +507	+2%	+$14.1K	0.03%	466
2025 Q3	$582K	Buy	20,986 +5,773	+38%	+$160K	0.03%	464
2025 Q2	$420K	Buy	15,213 +6,958	+84%	+$189K	0.02%	507
2025 Q1	$225K	Buy	+8,255	New	+$227K	0.01%	634

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

IFG Advisory's CGMS Position: Q3 2026 in Review

IFG Advisory increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 9.3% in Q3 2026, buying an estimated $87.8K and bringing the position to 38,293 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #444.

IFG Advisory first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

IFG Advisory held 38,293 shares of Capital Group US Multi-Sector Income ETF worth $1M as of Q3 2026.
IFG Advisory bought 3,247 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $87.8K.
Capital Group US Multi-Sector Income ETF made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #444 holding.
IFG Advisory first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
232 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.