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

IFS 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	$9.52M	Buy	+362,907	New	+$9.82M	2.87%	10

Other funds holding CGMS

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

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

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

IFS Advisors's CGMS Position: Q3 2026 in Review

IFS Advisors opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2026: 362,907 shares worth $9.52M. The stake represents 2.87% of the portfolio and ranks #10 among its holdings.

48 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

IFS Advisors held 362,907 shares of Capital Group US Multi-Sector Income ETF worth $9.52M as of Q3 2026.
Capital Group US Multi-Sector Income ETF was a new IFS Advisors position in Q3 2026.
Capital Group US Multi-Sector Income ETF made up 2.87% of IFS Advisors's portfolio in Q3 2026, its #10 holding.
48 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.