Atria Wealth Solutions’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$715K	Sell	27,424 -18,110	-40%	-$472K	0.02%	770
2025 Q1	$1.19M	Buy	45,534 +6,822	+18%	+$178K	0.01%	810
2024 Q4	$1.01M	Buy	38,712 +8,861	+30%	+$230K	0.01%	913
2024 Q3	$784K	Buy	+29,851	New	+$784K	0.01%	1016