Advisornet Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Advisornet Financial’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 Q2	$378K	Buy	14,317 +3,475	+32%	+$91.6K	0.02%	488
2026 Q1	$285K	Buy	10,842 +6,677	+160%	+$177K	0.01%	520
2025 Q4	$110K	Buy	4,165 +33	+0.8%	+$870	0.01%	787
2025 Q3	$109K	Buy	4,132 +32	+0.8%	+$840	0.01%	768
2025 Q2	$107K	Sell	4,100 -551	-12%	-$14.3K	0.01%	750
2025 Q1	$121K	Sell	4,651 -82	-2%	-$2.14K	0.01%	671
2024 Q4	$123K	Buy	4,733 +805	+20%	+$21K	0.01%	622
2024 Q3	$103K	Buy	3,928 +23	+0.6%	+$600	0.01%	693
2024 Q2	$101K	Buy	+3,905	New	+$100K	0.01%	637

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Advisornet Financial's CGSM Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 32% in Q2 2026, buying an estimated $91.6K and bringing the position to 14,317 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #488.

Advisornet Financial first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Advisornet Financial held 14,317 shares of Capital Group Short Duration Municipal Income ETF worth $378K as of Q2 2026.
Advisornet Financial bought 3,475 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $91.6K.
Capital Group Short Duration Municipal Income ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #488 holding.
Advisornet Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.