SHJ
CGMS icon

Sharkey, Howes & Javer’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-9,092
Closed -$248K – 164
2026
Q1 		$248K Sell
9,092
-4,823
-35% -$133K 0.03% 140
2025
Q4 		$384K Sell
13,915
-8,531
-38% -$236K 0.05% 128
2025
Q3 		$623K Sell
22,446
-38,277
-63% -$1.06M 0.08% 106
2025
Q2 		$1.68M Sell
60,723
-20,367
-25% -$552K 0.22% 71
2025
Q1 		$2.21M Sell
81,090
-6,550
-7% -$180K 0.32% 60
2024
Q4 		$2.39M Buy
87,640
+20,281
+30% +$559K 0.34% 56
2024
Q3 		$1.88M Buy
67,359
+23,949
+55% +$659K 0.27% 60
2024
Q2 		$1.17M Sell
43,410
-1,285
-3% -$34.6K 0.19% 64
2024
Q1 		$1.21M Buy
+44,695
New +$1.2M 0.2% 64

Other funds holding CGMS

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
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