Wealthcare Advisory Partners
CGMS icon

Wealthcare Advisory Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wealthcare Advisory Partners’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 		$2.95M Buy
112,627
+95,946
+575% +$2.6M 0.05% 312
2026
Q2 		$456K Buy
16,681
+334
+2% +$9.18K 0.01% 734
2026
Q1 		$445K Buy
16,347
+282
+2% +$7.78K 0.01% 741
2025
Q4 		$444K Sell
16,065
-7,251
-31% -$201K 0.01% 727
2025
Q3 		$647K Buy
23,316
+432
+2% +$12K 0.01% 604
2025
Q2 		$632K Buy
22,884
+978
+4% +$26.5K 0.01% 591
2025
Q1 		$598K Buy
21,906
+85
+0.4% +$2.33K 0.02% 555
2024
Q4 		$595K Buy
21,821
+252
+1% +$6.94K 0.02% 534
2024
Q3 		$600K Buy
21,569
+1,156
+6% +$31.8K 0.02% 529
2024
Q2 		$550K Sell
20,413
-15
-0.1% -$404 0.02% 516
2024
Q1 		$552K Sell
20,428
-27
-0.1% -$728 0.02% 520
2023
Q4 		$552K Buy
20,455
+649
+3% +$16.8K 0.02% 468
2023
Q3 		$506K Buy
19,806
+11,731
+145% +$305K 0.02% 429
2023
Q2 		$210K Sell
8,075
-1,000
-11% -$26.2K 0.01% 663
2023
Q1 		$239K Buy
+9,075
New +$238K 0.01% 646

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Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Wealthcare Advisory Partners's CGMS Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 575% in Q3 2026, buying an estimated $2.6M and bringing the position to 112,627 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #312.

Wealthcare Advisory Partners first reported a position in CGMS in Q1 2023 and has held it in 15 quarters since. 215 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Wealthcare Advisory Partners held 112,627 shares of Capital Group US Multi-Sector Income ETF worth $2.95M as of Q3 2026.
  • Wealthcare Advisory Partners bought 95,946 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $2.6M.
  • Capital Group US Multi-Sector Income ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #312 holding.
  • Wealthcare Advisory Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 215 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.