NWF Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

NWF Advisory 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	$5.72M	Buy	218,126 +15,649	+8%	+$423K	0.53%	47
2026 Q2	$5.53M	Buy	202,477 +2,129	+1%	+$58.5K	0.52%	44
2026 Q1	$5.46M	Buy	200,348 +1,163	+0.6%	+$32.1K	0.62%	42
2025 Q4	$5.5M	Buy	199,185 +2,036	+1%	+$56.4K	0.61%	40
2025 Q3	$5.47M	Buy	197,149 +20,212	+11%	+$560K	0.6%	40
2025 Q2	$4.89M	Sell	176,937 -1,825	-1%	-$49.5K	0.58%	40
2025 Q1	$4.88M	Buy	+178,762	New	+$4.91M	0.69%	37

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

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

NWF Advisory Services's CGMS Position: Q3 2026 in Review

NWF Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 7.7% in Q3 2026, buying an estimated $423K and bringing the position to 218,126 shares worth $5.72M. The position accounts for 0.53% of the portfolio, ranked #47.

NWF Advisory Services first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

NWF Advisory Services held 218,126 shares of Capital Group US Multi-Sector Income ETF worth $5.72M as of Q3 2026.
NWF Advisory Services bought 15,649 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $423K.
Capital Group US Multi-Sector Income ETF made up 0.53% of NWF Advisory Services's portfolio in Q3 2026, its #47 holding.
NWF Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.