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

TrueWealth 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 		$21.8M Buy
831,862
+35,795
+4% +$968K 4.9% 2
2026
Q2 		$21.8M Buy
796,067
+7,272
+0.9% +$200K 4.91% 4
2026
Q1 		$21.5M Buy
788,795
+143,585
+22% +$3.96M 5.4% 4
2025
Q4 		$17.8M Sell
645,210
-153,782
-19% -$4.26M 4.61% 4
2025
Q3 		$22.2M Buy
798,992
+19,283
+2% +$534K 6% 3
2025
Q2 		$21.5M Buy
779,709
+46,354
+6% +$1.26M 6.37% 3
2025
Q1 		$20M Buy
733,355
+111,515
+18% +$3.06M 6.58% 2
2024
Q4 		$17M Buy
621,840
+19,182
+3% +$528K 5.66% 2
2024
Q3 		$16.8M Buy
602,658
+75,594
+14% +$2.08M 5.61% 3
2024
Q2 		$14.2M Buy
527,064
+90,577
+21% +$2.44M 5.25% 3
2024
Q1 		$11.8M Sell
436,487
-35,888
-8% -$968K 4.56% 3
2023
Q4 		$12.7M Buy
472,375
+75,603
+19% +$1.96M 4.94% 4
2023
Q3 		$10.1M Buy
+396,772
New +$10.3M 4.27% 4

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
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
CWA
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
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

TrueWealth Advisors's CGMS Position: Q3 2026 in Review

TrueWealth Advisors increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.5% in Q3 2026, buying an estimated $968K and bringing the position to 831,862 shares worth $21.8M. The position accounts for 4.9% of the portfolio, ranked #2.

TrueWealth Advisors first reported a position in CGMS in Q3 2023 and has held it in 13 quarters since. The position peaked at $22.2M in Q3 2025. 70 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • TrueWealth Advisors held 831,862 shares of Capital Group US Multi-Sector Income ETF worth $21.8M as of Q3 2026.
  • TrueWealth Advisors bought 35,795 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $968K.
  • Capital Group US Multi-Sector Income ETF made up 4.9% of TrueWealth Advisors's portfolio in Q3 2026, its #2 holding.
  • TrueWealth Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 13 quarters since.
  • TrueWealth Advisors's Capital Group US Multi-Sector Income ETF position peaked at $22.2M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.