Ashton Thomas Securities
CGSM icon

Ashton Thomas Securities’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Ashton Thomas Securities’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
Q3 		$194K Buy
7,543
+37
+0.5% +$970 0.02% 377
2026
Q2 		$198K Buy
7,506
+3,668
+96% +$96.7K 0.03% 296
2026
Q1 		$101K Buy
+3,838
New +$102K 0.01% 374

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Ashton Thomas Securities's CGSM Position: Q3 2026 in Review

Ashton Thomas Securities increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.49% in Q3 2026, buying an estimated $970 and bringing the position to 7,543 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #377.

Ashton Thomas Securities first reported a position in CGSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $198K in Q2 2026. 111 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Ashton Thomas Securities held 7,543 shares of Capital Group Short Duration Municipal Income ETF worth $194K as of Q3 2026.
  • Ashton Thomas Securities bought 37 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $970.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of Ashton Thomas Securities's portfolio in Q3 2026, its #377 holding.
  • Ashton Thomas Securities first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Ashton Thomas Securities's Capital Group Short Duration Municipal Income ETF position peaked at $198K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.