SPL
CGSM icon

Superior Planning, LLC’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Superior Planning, LLC’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.05K Buy
+41
New +$1.08K ﹤0.01% 1746

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's CGSM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026: 41 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1746 among its holdings.

128 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Superior Planning, LLC held 41 shares of Capital Group Short Duration Municipal Income ETF worth $1.05K as of Q3 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Superior Planning, LLC position in Q3 2026.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1746 holding.
  • 128 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.