KWB Wealth’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

KWB Wealth’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	$13.1M	Sell	500,525 -26,898	-5%	-$728K	1.12%	24
2026 Q2	$14.4M	Buy	527,423 +169,146	+47%	+$4.65M	1.23%	23
2026 Q1	$9.9M	Sell	358,277 -198	-0.1%	-$5.46K	0.98%	30
2025 Q4	$9.9M	Buy	358,475 +190,961	+114%	+$5.29M	0.94%	30
2025 Q3	$4.63M	Buy	167,514 +66,937	+67%	+$1.86M	0.51%	42
2025 Q2	$2.75M	Sell	100,577 -68,800	-41%	-$1.86M	0.33%	51
2025 Q1	$4.62M	Buy	169,377 +71,824	+74%	+$1.97M	0.56%	32
2024 Q4	$2.72M	Buy	+97,553	New	+$2.69M	0.34%	39

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

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

CWA

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

BIP

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

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

MLRA

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

KWB Wealth's CGMS Position: Q3 2026 in Review

KWB Wealth reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 5.1% in Q3 2026, selling an estimated $728K and leaving 500,525 shares worth $13.1M. The position accounts for 1.12% of the portfolio, ranked #24.

KWB Wealth first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.4M in Q2 2026. 70 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

KWB Wealth held 500,525 shares of Capital Group US Multi-Sector Income ETF worth $13.1M as of Q3 2026.
KWB Wealth sold 26,898 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $728K.
Capital Group US Multi-Sector Income ETF made up 1.12% of KWB Wealth's portfolio in Q3 2026, its #24 holding.
KWB Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
KWB Wealth's Capital Group US Multi-Sector Income ETF position peaked at $14.4M in Q2 2026.
70 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.