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CGMSCGMS
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.4M shares of CGMS (CAPITAL GRP FIXED INCM ETF T), worth $37.7M as of 2026-Q3. The position was increased (+10.0% shares). CGMS represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$37.7M

Current Shares

1.4M

Total Value Change

+$36.8M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
1.4M
+10.0%
$37.7M0.1%$26.23
32
2026-Q2
Increased
1.3M
+2.4%
$35.5M0.1%$26.90
30
2026-Q1
Decreased
1.3M
-26.4%
$34.8M0.1%$26.37
0
2025-Q4
Increased
1.7M
+3.6%
$47.9M0.1%$26.44
30
2025-Q3
Decreased
1.7M
-8.6%
$46.4M0.1%$26.12
0
2025-Q2
Increased
1.8M
+0.4%
$50.4M0.1%$25.58
29
2025-Q1
Increased
1.8M
+13.8%
$49.6M0.1%$24.93
33
2024-Q4
Increased
1.6M
+23.6%
$43.6M0.1%$24.59
35
2024-Q3
Increased
1.3M
+58.9%
$36M0.1%$24.69
41
2024-Q2
Increased
814,193
+37.1%
$21.9M0.1%$23.54
37
2024-Q1
Increased
593,647
+422.1%
$16.1M0.0%$23.30
45
2023-Q4
Increased
113,712
+209.2%
$3.1M0.0%$22.92
43
2023-Q3
New
36,775
-
$938,6730.0%$21.32
35

Other major holders of CGMS: LPL Financial LLC

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