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AE Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

AE Wealth Management’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
Q1 		$162K Buy
6,164
+4,432
+256% +$117K ﹤0.01% 1656
2025
Q4 		$45.6K Buy
+1,732
New +$45.7K ﹤0.01% 1871

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AE Wealth Management's CGSM Position: Q1 2026 in Review

AE Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 256% in Q1 2026, buying an estimated $117K and bringing the position to 6,164 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

AE Wealth Management first reported a position in CGSM in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • AE Wealth Management held 6,164 shares of Capital Group Short Duration Municipal Income ETF worth $162K as of Q1 2026.
  • AE Wealth Management bought 4,432 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $117K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1656 holding.
  • AE Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.