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

Scott Capital 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	$1.86M	Buy	70,878 +7,743	+12%	+$209K	0.27%	33
2026 Q2	$1.73M	Buy	63,135 +3,934	+7%	+$108K	0.27%	29
2026 Q1	$1.63M	Buy	59,201 +3,224	+6%	+$89K	0.33%	27
2025 Q4	$1.55M	Buy	55,977 +37,770	+207%	+$1.05M	0.34%	25
2025 Q3	$506K	Buy	+18,207	New	+$505K	0.11%	38

Other funds holding CGMS

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Scott Capital Advisors's CGMS Position: Q3 2026 in Review

Scott Capital Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 12% in Q3 2026, buying an estimated $209K and bringing the position to 70,878 shares worth $1.86M. The position accounts for 0.27% of the portfolio, ranked #33.

Scott Capital Advisors first reported a position in CGMS in Q3 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Scott Capital Advisors held 70,878 shares of Capital Group US Multi-Sector Income ETF worth $1.86M as of Q3 2026.
Scott Capital Advisors bought 7,743 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $209K.
Capital Group US Multi-Sector Income ETF made up 0.27% of Scott Capital Advisors's portfolio in Q3 2026, its #33 holding.
Scott Capital Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2025 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.