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

Opal 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
2026 Q3	$230K	Buy	8,778 +71	+0.8%	+$1.92K	0.05%	186
2026 Q2	$238K	Sell	8,707 -1,395	-14%	-$38.3K	0.05%	193
2026 Q1	$275K	Buy	10,102 +53	+0.5%	+$1.46K	0.06%	159
2025 Q4	$278K	Buy	10,049 +2,642	+36%	+$73.2K	0.07%	167
2025 Q3	$206K	Buy	7,407 +71	+1%	+$1.97K	0.06%	187
2025 Q2	$203K	Buy	7,336 +59	+0.8%	+$1.6K	0.06%	191
2025 Q1	$199K	Buy	+7,277	New	+$200K	0.06%	177

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

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

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Opal Wealth Advisors's CGMS Position: Q3 2026 in Review

Opal Wealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.82% in Q3 2026, buying an estimated $1.92K and bringing the position to 8,778 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #186.

Opal Wealth Advisors first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $278K in Q4 2025. 87 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Opal Wealth Advisors held 8,778 shares of Capital Group US Multi-Sector Income ETF worth $230K as of Q3 2026.
Opal Wealth Advisors bought 71 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $1.92K.
Capital Group US Multi-Sector Income ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #186 holding.
Opal Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
Opal Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $278K in Q4 2025.
87 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.