Olistico Wealth
CGMS icon

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

Olistico Wealth’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 		$84.7K Buy
3,230
+1,042
+48% +$28.2K 0.04% 135
2026
Q2 		$59.8K Sell
2,188
-38
-2% -$1.04K 0.03% 153
2026
Q1 		$60.6K Buy
2,226
+266
+14% +$7.34K 0.03% 147
2025
Q4 		$54.1K Buy
+1,960
New +$54.3K 0.03% 154
2025
Q3 		– Sell
-1,947
Closed -$53.8K – 132
2025
Q2 		$53.8K Buy
1,947
+309
+19% +$8.38K 0.03% 159
2025
Q1 		$44.7K Buy
1,638
+333
+26% +$9.14K 0.03% 164
2024
Q4 		$35.6K Sell
1,305
-67
-5% -$1.84K 0.02% 175
2024
Q3 		$38.2K Buy
1,372
+822
+149% +$22.6K 0.02% 175
2024
Q2 		$14.8K Buy
+550
New +$14.8K 0.01% 225

Other funds holding CGMS

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Olistico Wealth's CGMS Position: Q3 2026 in Review

Olistico Wealth increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 48% in Q3 2026, buying an estimated $28.2K and bringing the position to 3,230 shares worth $84.7K. The position accounts for 0.04% of the portfolio, ranked #135.

Olistico Wealth first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Olistico Wealth held 3,230 shares of Capital Group US Multi-Sector Income ETF worth $84.7K as of Q3 2026.
  • Olistico Wealth bought 1,042 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $28.2K.
  • Capital Group US Multi-Sector Income ETF made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #135 holding.
  • Olistico Wealth first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 82 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.