M.E. Allison & Co’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

M.E. Allison & Co’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	$1.03M	Buy	39,340 +4,087	+12%	+$111K	0.58%	45
2026 Q2	$963K	Buy	35,253 +75	+0.2%	+$2.06K	0.55%	50
2026 Q1	$958K	Buy	35,178 +4,021	+13%	+$111K	0.64%	43
2025 Q4	$861K	Buy	31,157 +3,757	+14%	+$104K	0.58%	48
2025 Q3	$760K	Buy	27,400 +1,520	+6%	+$42.1K	0.53%	51
2025 Q2	$715K	Buy	25,880 +10,827	+72%	+$293K	0.57%	47
2025 Q1	$411K	Buy	15,053 +6,158	+69%	+$169K	0.41%	74
2024 Q4	$243K	Buy	+8,895	New	+$245K	0.27%	117

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

M.E. Allison & Co's CGMS Position: Q3 2026 in Review

M.E. Allison & Co increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 12% in Q3 2026, buying an estimated $111K and bringing the position to 39,340 shares worth $1.03M. The position accounts for 0.58% of the portfolio, ranked #45.

M.E. Allison & Co first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

M.E. Allison & Co held 39,340 shares of Capital Group US Multi-Sector Income ETF worth $1.03M as of Q3 2026.
M.E. Allison & Co bought 4,087 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $111K.
Capital Group US Multi-Sector Income ETF made up 0.58% of M.E. Allison & Co's portfolio in Q3 2026, its #45 holding.
M.E. Allison & Co first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
82 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.