Richards, Merrill & Peterson’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Richards, Merrill & Peterson’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	$1.49M	Sell	56,920 -2,702	-5%	-$73.1K	0.46%	53
2026 Q2	$1.63M	Sell	59,622 -153	-0.3%	-$4.21K	0.52%	47
2026 Q1	$1.63M	Sell	59,775 -1,552	-3%	-$42.8K	0.6%	43
2025 Q4	$1.69M	Buy	61,327 +15,607	+34%	+$433K	0.65%	38
2025 Q3	$1.27M	Sell	45,720 -1,084	-2%	-$30K	0.55%	48
2025 Q2	$1.29M	Buy	46,804 +14,260	+44%	+$386K	0.61%	45
2025 Q1	$888K	Buy	32,544 +5,409	+20%	+$148K	0.46%	58
2024 Q4	$740K	Buy	+27,135	New	+$747K	0.39%	67

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Richards, Merrill & Peterson's CGMS Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.5% in Q3 2026, selling an estimated $73.1K and leaving 56,920 shares worth $1.49M. The position accounts for 0.46% of the portfolio, ranked #53.

Richards, Merrill & Peterson first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2025. 239 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Richards, Merrill & Peterson held 56,920 shares of Capital Group US Multi-Sector Income ETF worth $1.49M as of Q3 2026.
Richards, Merrill & Peterson sold 2,702 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $73.1K.
Capital Group US Multi-Sector Income ETF made up 0.46% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #53 holding.
Richards, Merrill & Peterson first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Capital Group US Multi-Sector Income ETF position peaked at $1.69M in Q4 2025.
239 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.