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Oak Hill Wealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Oak Hill Wealth Advisors’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
2025
Q3 		$2.92M Buy
105,338
+54,215
+106% +$1.5M 0.55% 32
2025
Q2 		$1.41M Buy
+51,123
New +$1.39M 0.29% 46

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Oak Hill Wealth Advisors's CGMS Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 106% in Q3 2025, buying an estimated $1.5M and bringing the position to 105,338 shares worth $2.92M. The position accounts for 0.55% of the portfolio, ranked #32.

Oak Hill Wealth Advisors first reported a position in CGMS in Q2 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

  • Oak Hill Wealth Advisors held 105,338 shares of Capital Group US Multi-Sector Income ETF worth $2.92M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 54,215 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $1.5M.
  • Capital Group US Multi-Sector Income ETF made up 0.55% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #32 holding.
  • Oak Hill Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.