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

MFA Wealth Services’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
Q2 		$2.11M Buy
77,373
+651
+0.8% +$17.9K 1.26% 19
2026
Q1 		$2.09M Buy
76,722
+1,282
+2% +$35.4K 1.38% 16
2025
Q4 		$2.08M Buy
75,440
+2,114
+3% +$58.6K 1.41% 16
2025
Q3 		$2.03M Buy
73,326
+3,582
+5% +$99.3K 1.4% 15
2025
Q2 		$1.93M Buy
69,744
+3,089
+5% +$83.7K 1.45% 17
2025
Q1 		$1.82M Sell
66,655
-2,116
-3% -$58.1K 1.5% 18
2024
Q4 		$1.88M Buy
+68,771
New +$1.89M 1.51% 16

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MFA Wealth Services's CGMS Position: Q2 2026 in Review

MFA Wealth Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.85% in Q2 2026, buying an estimated $17.9K and bringing the position to 77,373 shares worth $2.11M. The position accounts for 1.26% of the portfolio, ranked #19.

MFA Wealth Services first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • MFA Wealth Services held 77,373 shares of Capital Group US Multi-Sector Income ETF worth $2.11M as of Q2 2026.
  • MFA Wealth Services bought 651 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $17.9K.
  • Capital Group US Multi-Sector Income ETF made up 1.26% of MFA Wealth Services's portfolio in Q2 2026, its #19 holding.
  • MFA Wealth Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.