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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-1,000
Closed -$26.4K – 1116
2025
Q3 		$26.4K Sell
1,000
-1,745
-64% -$45.8K ﹤0.01% 1343
2025
Q2 		$71.6K Buy
+2,745
New +$71.2K ﹤0.01% 1140

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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameritas Advisory Services's CGSM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q4 2025, closing a stake of 1,000 shares — an estimated $26.4K sold.

Ameritas Advisory Services first reported a position in CGSM in Q2 2025 and held it in 2 quarters. The position peaked at $71.6K in Q2 2025. 132 funds tracked by Wall St. Rank hold CGSM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,000 Capital Group Short Duration Municipal Income ETF shares in Q4 2025, an estimated $26.4K.
  • Ameritas Advisory Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Capital Group Short Duration Municipal Income ETF position peaked at $71.6K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.