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

Redhawk 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 Q2	$19M	Sell	693,381 -14,404	-2%	-$396K	1.87%	10
2026 Q1	$19.3M	Buy	707,785 +100,071	+16%	+$2.76M	2.13%	4
2025 Q4	$16.8M	Buy	607,714 +68,573	+13%	+$1.9M	1.88%	5
2025 Q3	$15M	Sell	539,141 -37,428	-6%	-$1.04M	1.74%	8
2025 Q2	$15.9M	Sell	576,569 -5,180	-0.9%	-$140K	2%	7
2025 Q1	$15.9M	Buy	581,749 +15,831	+3%	+$434K	2.14%	8
2024 Q4	$15.4M	Buy	565,918 +93,554	+20%	+$2.58M	2.09%	9
2024 Q3	$13.2M	Buy	472,364 +27,722	+6%	+$763K	1.88%	9
2024 Q2	$12M	Buy	+444,642	New	+$12M	1.83%	9

Other funds holding CGMS

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Redhawk Wealth Advisors's CGMS Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2% in Q2 2026, selling an estimated $396K and leaving 693,381 shares worth $19M. The position accounts for 1.87% of the portfolio, ranked #10.

Redhawk Wealth Advisors first reported a position in CGMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.3M in Q1 2026. 55 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Redhawk Wealth Advisors held 693,381 shares of Capital Group US Multi-Sector Income ETF worth $19M as of Q2 2026.
Redhawk Wealth Advisors sold 14,404 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $396K.
Capital Group US Multi-Sector Income ETF made up 1.87% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Redhawk Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 9 quarters since.
Redhawk Wealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $19.3M in Q1 2026.
55 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.