Vermillion & White Wealth Management Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Vermillion & White Wealth Management Group’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 Q1	–	Sell	-3,357	Closed	-$92.7K	–	147
2025 Q4	$92.7K	Buy	3,357 +28	+0.8%	+$776	0.05%	103
2025 Q3	$92.4K	Hold	3,329	–	–	0.05%	104
2025 Q2	$91.9K	Buy	3,329 +202	+6%	+$5.47K	0.06%	95
2025 Q1	$85.4K	Buy	+3,127	New	+$85.8K	0.06%	85

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vermillion & White Wealth Management Group's CGMS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 3,357 shares — an estimated $92.7K sold.

Vermillion & White Wealth Management Group first reported a position in CGMS in Q1 2025 and held it in 4 quarters. The position peaked at $92.7K in Q4 2025. 332 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,357 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $92.7K.
Vermillion & White Wealth Management Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and held it in 4 quarters.
Vermillion & White Wealth Management Group's Capital Group US Multi-Sector Income ETF position peaked at $92.7K in Q4 2025.
332 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.