Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CGSDCGSD
11 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 646,055 shares of CGSD (CAPITAL GRP FIXED INCM ETF T), worth $16.6M as of 2026-Q2. The position was increased (+9.7% shares). CGSD represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$16.6M

Current Shares

646,055

Total Value Change

+$16.2M

Total Shares Change

+629,114

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
646,055
+9.7%
$16.6M0.0%$25.62
31
2026-Q1
Decreased
588,870
-28.9%
$15.2M0.0%$25.40
0
2025-Q4
Increased
828,597
+10.5%
$21.6M0.0%$25.37
31
2025-Q3
Increased
749,658
+17.0%
$19.5M0.0%$25.04
33
2025-Q2
Increased
640,707
+37.2%
$16.6M0.0%$24.70
37
2025-Q1
Increased
466,899
+52.7%
$12.1M0.0%$24.31
39
2024-Q4
Increased
305,828
+163.9%
$7.8M0.0%$23.91
44
2024-Q3
Increased
115,875
+106.7%
$3M0.0%$23.85
43
2024-Q2
Increased
56,073
+227.2%
$1.4M0.0%$23.12
41
2024-Q1
Increased
17,136
+1.1%
$435,1690.0%$22.84
24
2023-Q4
New
16,941
-
$431,1480.0%$22.67
33

Other major holders of CGSD: MORGAN STANLEY, LPL Financial LLC

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