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

Allworth 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	$56.4K	Sell	2,139 -57	-3%	-$1.5K	﹤0.01%	2375
2026 Q1	$57.7K	Sell	2,196 -80	-4%	-$2.12K	﹤0.01%	2211
2025 Q4	$60K	Hold	2,276	–	–	﹤0.01%	2078
2025 Q3	$60K	Buy	2,276 +2,042	+873%	+$53.6K	﹤0.01%	1997
2025 Q2	$6.1K	Sell	234 -301	-56%	-$7.81K	﹤0.01%	3156
2025 Q1	$13.8K	Buy	535 +40	+8%	+$1.04K	﹤0.01%	2282
2024 Q4	$12.9K	Buy	+495	New	+$12.9K	﹤0.01%	2338

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

Allworth Financial's CGSM Position: Q2 2026 in Review

Allworth Financial reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 2.6% in Q2 2026, selling an estimated $1.5K and leaving 2,139 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Allworth Financial first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $60K in Q3 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Allworth Financial held 2,139 shares of Capital Group Short Duration Municipal Income ETF worth $56.4K as of Q2 2026.
Allworth Financial sold 57 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.5K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2375 holding.
Allworth Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's Capital Group Short Duration Municipal Income ETF position peaked at $60K in Q3 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.