Wealth Enhancement Advisory Services
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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
2025
Q3 		$46.4M Sell
2025
Q2 		$50.4M Buy
2025
Q1 		$49.6M Buy
2024
Q4 		$43.6M Buy
2024
Q3 		$36M Buy
2024
Q2 		$21.9M Buy
2024
Q1 		$16.1M Buy
2023
Q4 		$3.07M Buy
2023
Q3 		$939K Buy