BCM
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Brookstone Capital Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Brookstone Capital 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
Q2 		$352K Buy
12,870
+433
+3% +$11.9K ﹤0.01% 1041
2026
Q1 		$339K Sell
12,437
-1,208
-9% -$33.3K ﹤0.01% 990
2025
Q4 		$377K Sell
13,645
-1,721
-11% -$47.7K ﹤0.01% 925
2025
Q3 		$426K Sell
15,366
-1,167
-7% -$32.3K 0.01% 853
2025
Q2 		$457K Sell
16,533
-986
-6% -$26.7K 0.01% 762
2025
Q1 		$478K Sell
17,519
-2,339
-12% -$64.2K 0.01% 724
2024
Q4 		$542K Buy
+19,858
New +$547K 0.01% 669

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CA
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Wealth Enhancement Advisory Services
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TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return