MWM
CGMS icon

Meadowbrook Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Meadowbrook Wealth 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
+12,900
New +$355K 0.38% 53

Other funds holding CGMS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

Meadowbrook Wealth Management's CGMS Position: Q2 2026 in Review

Meadowbrook Wealth Management opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 12,900 shares worth $352K. The stake represents 0.38% of the portfolio and ranks #53 among its holdings.

219 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Meadowbrook Wealth Management held 12,900 shares of Capital Group US Multi-Sector Income ETF worth $352K as of Q2 2026.
  • Capital Group US Multi-Sector Income ETF was a new Meadowbrook Wealth Management position in Q2 2026.
  • Capital Group US Multi-Sector Income ETF made up 0.38% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #53 holding.
  • 219 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.