Redhawk Wealth Advisors
CGMS icon

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
Q3 		$19.7M Buy
752,732
+59,351
+9% +$1.61M 2% 7
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

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
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 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

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

Redhawk Wealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 8.6% in Q3 2026, buying an estimated $1.61M and bringing the position to 752,732 shares worth $19.7M. The position accounts for 2% of the portfolio, ranked #7.

Redhawk Wealth Advisors first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Redhawk Wealth Advisors held 752,732 shares of Capital Group US Multi-Sector Income ETF worth $19.7M as of Q3 2026.
  • Redhawk Wealth Advisors bought 59,351 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $1.61M.
  • Capital Group US Multi-Sector Income ETF made up 2% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Redhawk Wealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 107 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.