TWM
CGMS icon

Todd Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Todd Wealth Management’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 		– Sell
-8,788
Closed -$240K – 110
2026
Q2 		$240K Hold
8,788
– – 0.18% 96
2026
Q1 		$239K Buy
+8,788
New +$243K 0.22% 89

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
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 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
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Todd Wealth Management's CGMS Position: Q3 2026 in Review

Todd Wealth Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2026, closing a stake of 8,788 shares — an estimated $240K sold.

Todd Wealth Management first reported a position in CGMS in Q1 2026 and held it in 2 quarters. The position peaked at $240K in Q2 2026. 141 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Todd Wealth Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2026 after selling out during the quarter.
  • Todd Wealth Management sold 8,788 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $240K.
  • Todd Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2026 and held it in 2 quarters.
  • Todd Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $240K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.