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

Lincoln Capital’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 		– Sell
-12,649
Closed -$346K – 140
2026
Q2 		$346K Buy
+12,649
New +$348K 0.06% 107

Other funds holding CGMS

SEIA
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
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
IA
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
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Lincoln Capital's CGMS Position: Q3 2026 in Review

Lincoln Capital sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2026, closing a stake of 12,649 shares — an estimated $346K sold.

Lincoln Capital first reported a position in CGMS in Q2 2026 and held it in 1 quarter. The position peaked at $346K in Q2 2026. 47 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Lincoln Capital reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2026 after selling out during the quarter.
  • Lincoln Capital sold 12,649 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $346K.
  • Lincoln Capital first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2026 and held it in 1 quarter.
  • Lincoln Capital's Capital Group US Multi-Sector Income ETF position peaked at $346K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.