VAG
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VisionPoint Advisory Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

VisionPoint Advisory 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
2025
Q1 		– Sell
-2,162
Closed -$58.9K – 224
2024
Q4 		$58.9K Buy
+2,162
New +$59.5K 0.02% 283

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GVAG
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VisionPoint Advisory Group's CGMS Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2025, closing a stake of 2,162 shares — an estimated $58.9K sold.

VisionPoint Advisory Group first reported a position in CGMS in Q4 2024 and held it in 1 quarter. The position peaked at $58.9K in Q4 2024. 243 funds tracked by Wall St. Rank hold CGMS as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,162 Capital Group US Multi-Sector Income ETF shares in Q1 2025, an estimated $58.9K.
  • VisionPoint Advisory Group first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Capital Group US Multi-Sector Income ETF position peaked at $58.9K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.