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

Merit Financial Group’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	$7.96M	Buy	303,653 +25,976	+9%	+$703K	0.04%	345
2026 Q2	$7.59M	Buy	277,677 +35,323	+15%	+$971K	0.05%	323
2026 Q1	$6.6M	Buy	242,354 +11,205	+5%	+$309K	0.05%	325
2025 Q4	$6.38M	Buy	231,149 +14,823	+7%	+$411K	0.05%	296
2025 Q3	$6M	Buy	216,326 +67,745	+46%	+$1.88M	0.06%	275
2025 Q2	$4.1M	Buy	148,581 +98,685	+198%	+$2.67M	0.05%	325
2025 Q1	$1.36M	Buy	+49,896	New	+$1.37M	0.02%	548

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Merit Financial Group's CGMS Position: Q3 2026 in Review

Merit Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 9.4% in Q3 2026, buying an estimated $703K and bringing the position to 303,653 shares worth $7.96M. The position accounts for 0.04% of the portfolio, ranked #345.

Merit Financial Group first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Merit Financial Group held 303,653 shares of Capital Group US Multi-Sector Income ETF worth $7.96M as of Q3 2026.
Merit Financial Group bought 25,976 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $703K.
Capital Group US Multi-Sector Income ETF made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #345 holding.
Merit Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
215 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.