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

Novem 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	$1.88M	Sell	71,548 -73,508	-51%	-$1.99M	0.19%	104
2026 Q2	$3.96M	Sell	145,056 -20,776	-13%	-$571K	0.4%	59
2026 Q1	$4.52M	Buy	165,832 +18,519	+13%	+$511K	0.52%	41
2025 Q4	$4.07M	Buy	147,313 +17,129	+13%	+$475K	0.47%	51
2025 Q3	$3.61M	Buy	130,184 +15,436	+13%	+$428K	0.42%	55
2025 Q2	$3.17M	Buy	114,748 +3,118	+3%	+$84.5K	0.4%	60
2025 Q1	$3.05M	Buy	111,630 +16,505	+17%	+$453K	0.43%	61
2024 Q4	$2.6M	Buy	+95,125	New	+$2.62M	0.38%	69

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

CWA

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

BIP

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

Novem Group's CGMS Position: Q3 2026 in Review

Novem Group reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 51% in Q3 2026, selling an estimated $1.99M and leaving 71,548 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #104.

Novem Group first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.52M in Q1 2026. 79 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Novem Group held 71,548 shares of Capital Group US Multi-Sector Income ETF worth $1.88M as of Q3 2026.
Novem Group sold 73,508 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $1.99M.
Capital Group US Multi-Sector Income ETF made up 0.19% of Novem Group's portfolio in Q3 2026, its #104 holding.
Novem Group first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
Novem Group's Capital Group US Multi-Sector Income ETF position peaked at $4.52M in Q1 2026.
79 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.