Klingman & Associates’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Klingman & Associates’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	$325K	Hold	12,381	–	–	0.01%	299
2026 Q2	$338K	Hold	12,381	–	–	0.01%	251
2026 Q1	$337K	Hold	12,381	–	–	0.02%	243
2025 Q4	$342K	Hold	12,381	–	–	0.02%	239
2025 Q3	$344K	Hold	12,381	–	–	0.02%	237
2025 Q2	$342K	Hold	12,381	–	–	0.02%	225
2025 Q1	$338K	Buy	+12,381	New	+$340K	0.02%	207

Other funds holding CGMS

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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

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

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Klingman & Associates's CGMS Position: Q3 2026 in Review

Klingman & Associates held its Capital Group US Multi-Sector Income ETF (CGMS) position steady in Q3 2026 at 12,381 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #299.

Klingman & Associates first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $344K in Q3 2025. 84 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Klingman & Associates held 12,381 shares of Capital Group US Multi-Sector Income ETF worth $325K as of Q3 2026.
Klingman & Associates left its Capital Group US Multi-Sector Income ETF share count unchanged in Q3 2026.
Capital Group US Multi-Sector Income ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #299 holding.
Klingman & Associates first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
Klingman & Associates's Capital Group US Multi-Sector Income ETF position peaked at $344K in Q3 2025.
84 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.