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
Q3 		$37.7M Buy
1,431,506
+130,157
+10% +$3.52M 0.06% 299
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 0.07% 260
2025
Q4 		$47.9M Buy
1,728,042
+59,478
+4% +$1.65M 0.06% 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 0.09% 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

Other funds holding CGMS

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGMS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 10% in Q3 2026, buying an estimated $3.52M and bringing the position to 1,431,506 shares worth $37.7M. The position accounts for 0.06% of the portfolio, ranked #299.

Wealth Enhancement Advisory Services first reported a position in CGMS in Q3 2023 and has held it in 13 quarters since. The position peaked at $50.4M in Q2 2025. 47 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,431,506 shares of Capital Group US Multi-Sector Income ETF worth $37.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 130,157 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $3.52M.
  • Capital Group US Multi-Sector Income ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #299 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $50.4M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.