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 0.07% 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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGMS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.4% in Q2 2026, buying an estimated $836K and bringing the position to 1,301,349 shares worth $35.5M. The position accounts for 0.06% of the portfolio, ranked #281.

Wealth Enhancement Advisory Services first reported a position in CGMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $50.4M in Q2 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,301,349 shares of Capital Group US Multi-Sector Income ETF worth $35.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 30,429 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $836K.
  • Capital Group US Multi-Sector Income ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #281 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 12 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $50.4M in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.