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

Midwest Financial Network’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	$1.47M	Sell	56,156 -65,688	-54%	-$1.78M	1%	31
2026 Q2	$3.33M	Sell	121,844 -28,556	-19%	-$785K	2.27%	10
2026 Q1	$4.1M	Sell	150,400 -10,045	-6%	-$277K	3.25%	6
2025 Q4	$4.43M	Buy	160,445 +9,110	+6%	+$253K	3.42%	7
2025 Q3	$4.2M	Buy	151,335 +23,309	+18%	+$646K	3.41%	6
2025 Q2	$3.54M	Sell	128,026 -1,020	-0.8%	-$27.6K	3.51%	9
2025 Q1	$3.52M	Buy	129,046 +2,938	+2%	+$80.6K	3.52%	10
2024 Q4	$3.44M	Buy	+126,108	New	+$3.47M	3.58%	10

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

Regatta Capital Group El Segundo, California $791M AUM 15.21% 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

Midwest Financial Network's CGMS Position: Q3 2026 in Review

Midwest Financial Network reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 54% in Q3 2026, selling an estimated $1.78M and leaving 56,156 shares worth $1.47M. The position accounts for 1% of the portfolio, ranked #31.

Midwest Financial Network first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.43M in Q4 2025. 107 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Midwest Financial Network held 56,156 shares of Capital Group US Multi-Sector Income ETF worth $1.47M as of Q3 2026.
Midwest Financial Network sold 65,688 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $1.78M.
Capital Group US Multi-Sector Income ETF made up 1% of Midwest Financial Network's portfolio in Q3 2026, its #31 holding.
Midwest Financial Network first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's Capital Group US Multi-Sector Income ETF position peaked at $4.43M in Q4 2025.
107 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.