WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CGSM — CAPITAL GRP FIXED INCM ETF T

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CAPITAL GRP FIXED INCM ETF T (CGSM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows CGSM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in CAPITAL GRP FIXED INCM ETF T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGSM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGSM stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held CGSM — position size vs. price
% of Fund (quarterly)    CGSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 202,450 +38,155 +23.2% 0.01% $5.3M 2026-04-08 $26.34
2025 Q4 ADDED — — — 164,295 +10,800 +7.0% 0.01% $4.3M 2026-01-08 $26.26
2025 Q3 REDUCED — — — 153,495 -3,601 -2.3% 0.01% $4.0M 2025-10-29 $26.00
2025 Q2 REDUCED — — — 157,096 -2,391 -1.5% 0.01% $4.1M 2025-07-10 $25.54
2025 Q1 ADDED — — — 159,487 +101,281 +174.0% 0.01% $4.1M 2025-04-16 $25.05
2024 Q4 UNCHANGED — — — 58,206 — 0% 0.00% $1.5M 2025-01-10 $24.99
2024 Q3 ADDED — — — 58,206 +8,000 +15.9% 0.00% $1.5M 2024-10-24 $24.93
2024 Q2 INITIATED — — — 50,206 — — 0.00% $1.3M 2024-07-16 $24.64

🏢 Other funds also holding CGSM

As of 2026 Q1 — sorted by position size

Hartmann Taylor Wealth Management, LLC 2.71% Financial Connections Group, Inc. 3Y 1.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.39% PUREfi Wealth, LLC 1.17% FWG Holdings, LLC 3Y 1.16% Royal Harbor Partners, LLC 3Y 0.99% Tribridge Partners Financial LLC 0.88% Total Clarity Wealth Management, Inc. 3Y 0.87% Smith Thornton Advisors LLC 0.79% Sunrise Financial Services, LLC 0.66%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and CGSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning CGSM?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CGSM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CGSM position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for CGSM was 0.01% in 2026 Q1.

What is the latest reported CGSM position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 202,450 shares, equal to 0.01% of portfolio, with an estimated market value of $5.3M.

What does the chart on this CGSM ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly CGSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their CGSM position?

Based on 13F filing dates vs. subsequent CGSM price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CGSM relative to SPY over the holding period was -7.4%.

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