Advisory Services Network’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Advisory Services Network’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	$933K	Hold	35,365	–	–	0.01%	1050
2026 Q1	$929K	Buy	35,365 +863	+3%	+$22.9K	0.01%	978
2025 Q4	$909K	Hold	34,502	–	–	0.01%	935
2025 Q3	$909K	Buy	34,502 +6,367	+23%	+$167K	0.01%	907
2025 Q2	$735K	Buy	+28,135	New	+$730K	0.01%	973

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 22.96% 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

Advisory Services Network's CGSM Position: Q2 2026 in Review

Advisory Services Network held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 35,365 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #1050.

Advisory Services Network first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Advisory Services Network held 35,365 shares of Capital Group Short Duration Municipal Income ETF worth $933K as of Q2 2026.
Advisory Services Network left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1050 holding.
Advisory Services Network first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.