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Tempus Wealth Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Tempus Wealth Planning’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 		$559K Buy
21,319
+591
+3% +$16K 0.11% 172
2026
Q2 		$566K Buy
20,728
+1,566
+8% +$43K 0.11% 173
2026
Q1 		$522K Buy
19,162
+609
+3% +$16.8K 0.12% 172
2025
Q4 		$512K Buy
18,553
+1,276
+7% +$35.4K 0.12% 174
2025
Q3 		$479K Sell
17,277
-7,568
-30% -$210K 0.11% 183
2025
Q2 		$686K Buy
24,845
+429
+2% +$11.6K 0.17% 133
2025
Q1 		$667K Buy
24,416
+5,376
+28% +$148K 0.2% 123
2024
Q4 		$519K Buy
19,040
+2,557
+16% +$70.4K 0.16% 140
2024
Q3 		$459K Buy
16,483
+3,613
+28% +$99.4K 0.17% 132
2024
Q2 		$346K Buy
+12,870
New +$346K 0.14% 142

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
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Tempus Wealth Planning's CGMS Position: Q3 2026 in Review

Tempus Wealth Planning increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.9% in Q3 2026, buying an estimated $16K and bringing the position to 21,319 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #172.

Tempus Wealth Planning first reported a position in CGMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $686K in Q2 2025. 53 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Tempus Wealth Planning held 21,319 shares of Capital Group US Multi-Sector Income ETF worth $559K as of Q3 2026.
  • Tempus Wealth Planning bought 591 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $16K.
  • Capital Group US Multi-Sector Income ETF made up 0.11% of Tempus Wealth Planning's portfolio in Q3 2026, its #172 holding.
  • Tempus Wealth Planning first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and has held it in 10 quarters since.
  • Tempus Wealth Planning's Capital Group US Multi-Sector Income ETF position peaked at $686K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

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