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Arax Advisory Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Arax Advisory Partners’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 		$903K Buy
+34,225
New +$902K 0.01% 1271

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LPL Financial
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CGPCS
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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
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Arax Advisory Partners's CGSM Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 34,225 shares worth $903K. The stake represents 0.01% of the portfolio and ranks #1271 among its holdings.

162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Arax Advisory Partners held 34,225 shares of Capital Group Short Duration Municipal Income ETF worth $903K as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Arax Advisory Partners position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1271 holding.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.