Armis Advisers’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Armis Advisers’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	$1.71M	Buy	64,823 +10,731	+20%	+$283K	0.16%	102
2026 Q1	$1.42M	Buy	54,092 +396	+0.7%	+$10.5K	0.14%	119
2025 Q4	$1.42M	Sell	53,696 -17,552	-25%	-$463K	0.16%	102
2025 Q3	$1.88M	Buy	71,248 +28,641	+67%	+$752K	0.17%	86
2025 Q2	$1.11M	Buy	42,607 +3,930	+10%	+$102K	0.09%	175
2025 Q1	$1M	Buy	+38,677	New	+$1.01M	0.09%	168

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 22.96% 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

Armis Advisers's CGSM Position: Q2 2026 in Review

Armis Advisers increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 20% in Q2 2026, buying an estimated $283K and bringing the position to 64,823 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #102.

Armis Advisers first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.88M in Q3 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Armis Advisers held 64,823 shares of Capital Group Short Duration Municipal Income ETF worth $1.71M as of Q2 2026.
Armis Advisers bought 10,731 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $283K.
Capital Group Short Duration Municipal Income ETF made up 0.16% of Armis Advisers's portfolio in Q2 2026, its #102 holding.
Armis Advisers first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Armis Advisers's Capital Group Short Duration Municipal Income ETF position peaked at $1.88M in Q3 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.