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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

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brookstone Capital Management's CGMS Position: Q2 2026 in Review

Brookstone Capital Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 3.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 12,870 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Brookstone Capital Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q4 2024. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Brookstone Capital Management held 12,870 shares of Capital Group US Multi-Sector Income ETF worth $352K as of Q2 2026.
  • Brookstone Capital Management bought 433 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $11.9K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1041 holding.
  • Brookstone Capital Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Brookstone Capital Management's Capital Group US Multi-Sector Income ETF position peaked at $542K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.