McGlone Suttner Wealth Management
CGMS icon

McGlone Suttner Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

McGlone Suttner Wealth Management’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 		$617K Buy
23,526
+4,377
+23% +$118K 0.07% 115
2026
Q2 		$523K Sell
19,149
-930
-5% -$25.6K 0.06% 127
2026
Q1 		$547K Hold
20,079
– – 0.07% 114
2025
Q4 		$555K Buy
20,079
+3,500
+21% +$97K 0.07% 110
2025
Q3 		$460K Hold
16,579
– – 0.06% 125
2025
Q2 		$458K Sell
16,579
-995
-6% -$27K 0.07% 124
2025
Q1 		$480K Buy
17,574
+7,011
+66% +$192K 0.08% 119
2024
Q4 		$288K Buy
10,563
+354
+3% +$9.8K 0.05% 140
2024
Q3 		$284K Buy
10,209
+1,820
+22% +$50.1K 0.06% 140
2024
Q2 		$226K Sell
8,389
-24
-0.3% -$646 0.05% 145
2024
Q1 		$227K Buy
8,413
+24
+0.3% +$647 0.04% 158
2023
Q4 		$226K Buy
8,389
+473
+6% +$12.3K 0.04% 145
2023
Q3 		$202K Sell
7,916
-19
-0.2% -$494 0.05% 133
2023
Q2 		$207K Buy
+7,935
New +$208K 0.05% 144

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

McGlone Suttner Wealth Management's CGMS Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 23% in Q3 2026, buying an estimated $118K and bringing the position to 23,526 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #115.

McGlone Suttner Wealth Management first reported a position in CGMS in Q2 2023 and has held it in 14 quarters since. 215 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • McGlone Suttner Wealth Management held 23,526 shares of Capital Group US Multi-Sector Income ETF worth $617K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 4,377 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $118K.
  • Capital Group US Multi-Sector Income ETF made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #115 holding.
  • McGlone Suttner Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 215 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.