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 Q3	$2.25M	Buy	85,676 +8,303	+11%	+$225K	1.33%	18
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

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

MFA Wealth Services's CGMS Position: Q3 2026 in Review

MFA Wealth Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 11% in Q3 2026, buying an estimated $225K and bringing the position to 85,676 shares worth $2.25M. The position accounts for 1.33% of the portfolio, ranked #18.

MFA Wealth Services first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

MFA Wealth Services held 85,676 shares of Capital Group US Multi-Sector Income ETF worth $2.25M as of Q3 2026.
MFA Wealth Services bought 8,303 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $225K.
Capital Group US Multi-Sector Income ETF made up 1.33% of MFA Wealth Services's portfolio in Q3 2026, its #18 holding.
MFA Wealth Services first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
90 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.