IFP Advisors
CGMS icon

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

IFP 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 		$1.26M Buy
47,901
+41,560
+655% +$1.12M 0.02% 673
2026
Q2 		$173K Buy
6,341
+1,963
+45% +$54K ﹤0.01% 1615
2026
Q1 		$119K Buy
4,378
+72
+2% +$1.99K ﹤0.01% 1724
2025
Q4 		$119K Buy
4,306
+555
+15% +$15.4K ﹤0.01% 1683
2025
Q3 		$104K Sell
3,751
-340
-8% -$9.42K ﹤0.01% 1646
2025
Q2 		$113K Buy
4,091
+1,132
+38% +$30.7K ﹤0.01% 1562
2025
Q1 		$80.8K Buy
2,959
+20
+0.7% +$549 ﹤0.01% 1648
2024
Q4 		$80.2K Buy
2,939
+273
+10% +$7.52K ﹤0.01% 1581
2024
Q3 		$74.2K Buy
2,666
+561
+27% +$15.4K ﹤0.01% 1545
2024
Q2 		$56.7K Buy
+2,105
New +$56.6K ﹤0.01% 1618

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

IFP Advisors's CGMS Position: Q3 2026 in Review

IFP Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 655% in Q3 2026, buying an estimated $1.12M and bringing the position to 47,901 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #673.

IFP Advisors first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • IFP Advisors held 47,901 shares of Capital Group US Multi-Sector Income ETF worth $1.26M as of Q3 2026.
  • IFP Advisors bought 41,560 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $1.12M.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #673 holding.
  • IFP Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 215 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.