Wealth Enhancement Advisory Services
CGMS icon

Wealth Enhancement Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.5M Buy
1,301,349
+30,429
+2% +$836K 0.06% 281
2026
Q1 		$34.8M Sell
1,270,920
-457,122
-26% -$12.6M 0.08% 260
2025
Q4 		$47.9M Buy
1,728,042
+59,478
+4% +$1.65M 0.07% 265
2025
Q3 		$46.4M Sell
1,668,564
-156,982
-9% -$4.35M 0.07% 245
2025
Q2 		$50.4M Buy
1,825,546
+7,301
+0.4% +$198K 0.08% 225
2025
Q1 		$49.6M Buy
1,818,245
+219,940
+14% +$6.04M 0.1% 205
2024
Q4 		$43.6M Buy
1,598,305
+304,612
+24% +$8.39M 0.08% 223
2024
Q3 		$36M Buy
1,293,693
+479,500
+59% +$13.2M 0.08% 243
2024
Q2 		$21.9M Buy
814,193
+220,546
+37% +$5.93M 0.05% 312
2024
Q1 		$16.1M Buy
593,647
+479,935
+422% +$12.9M 0.04% 365
2023
Q4 		$3.07M Buy
113,712
+76,937
+209% +$2M 0.01% 762
2023
Q3 		$939K Buy
+36,775
New +$956K ﹤0.01% 1130

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