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

Aprio 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
Q2 		$1M Hold
37,950
– – 0.05% 236
2026
Q1 		$997K Buy
37,950
+700
+2% +$18.5K 0.05% 209
2025
Q4 		$981K Buy
+37,250
New +$982K 0.06% 200

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Aprio Wealth Management's CGSM Position: Q2 2026 in Review

Aprio Wealth Management held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 37,950 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #236.

Aprio Wealth Management first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Aprio Wealth Management held 37,950 shares of Capital Group Short Duration Municipal Income ETF worth $1M as of Q2 2026.
  • Aprio Wealth Management left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Aprio Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.