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 Q3	$335K	Sell	12,779 -91	-0.7%	-$2.46K	﹤0.01%	1068
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Brookstone Capital Management's CGMS Position: Q3 2026 in Review

Brookstone Capital Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.71% in Q3 2026, selling an estimated $2.46K and leaving 12,779 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Brookstone Capital Management first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $542K in Q4 2024. 107 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Brookstone Capital Management held 12,779 shares of Capital Group US Multi-Sector Income ETF worth $335K as of Q3 2026.
Brookstone Capital Management sold 91 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $2.46K.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1068 holding.
Brookstone Capital Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
Brookstone Capital Management's Capital Group US Multi-Sector Income ETF position peaked at $542K in Q4 2024.
107 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.