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

PFG 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	$3.46M	Buy	131,974 +2,775	+2%	+$75.1K	0.18%	144
2026 Q2	$3.53M	Sell	129,199 -14,230	-10%	-$391K	0.18%	144
2026 Q1	$3.91M	Sell	143,429 -2,840	-2%	-$78.4K	0.19%	130
2025 Q4	$4.04M	Buy	146,269 +107,622	+278%	+$2.98M	0.2%	120
2025 Q3	$1.07M	Buy	38,647 +8,247	+27%	+$229K	0.04%	387
2025 Q2	$840K	Buy	30,400 +491	+2%	+$13.3K	0.04%	325
2025 Q1	$817K	Buy	29,909 +6,148	+26%	+$169K	0.05%	367
2024 Q4	$648K	Buy	23,761 +8,092	+52%	+$223K	0.04%	404
2024 Q3	$436K	Buy	15,669 +7,471	+91%	+$206K	0.03%	485
2024 Q2	$221K	Buy	+8,198	New	+$221K	0.01%	631

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

Regatta Capital Group El Segundo, California $791M AUM 15.21% 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

Markowski Investments Tampa, Florida $448M AUM

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

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

PFG Advisors's CGMS Position: Q3 2026 in Review

PFG Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.1% in Q3 2026, buying an estimated $75.1K and bringing the position to 131,974 shares worth $3.46M. The position accounts for 0.18% of the portfolio, ranked #144.

PFG Advisors first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2025. 148 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

PFG Advisors held 131,974 shares of Capital Group US Multi-Sector Income ETF worth $3.46M as of Q3 2026.
PFG Advisors bought 2,775 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $75.1K.
Capital Group US Multi-Sector Income ETF made up 0.18% of PFG Advisors's portfolio in Q3 2026, its #144 holding.
PFG Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
PFG Advisors's Capital Group US Multi-Sector Income ETF position peaked at $4.04M in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

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