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

Atria Wealth Solutions’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
2025
Q2 		$715K Sell
27,424
-18,110
-40% -$470K 0.02% 771
2025
Q1 		$1.19M Buy
45,534
+6,822
+18% +$178K 0.01% 816
2024
Q4 		$1.01M Buy
38,712
+8,861
+30% +$232K 0.01% 920
2024
Q3 		$784K Buy
+29,851
New +$779K 0.01% 1023

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $182M AUM 26.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Atria Wealth Solutions's CGSM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 40% in Q2 2025, selling an estimated $470K and leaving 27,424 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #771.

Atria Wealth Solutions first reported a position in CGSM in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2025. 98 funds tracked by Wall St. Rank hold CGSM as of Q2 2025.

  • Atria Wealth Solutions held 27,424 shares of Capital Group Short Duration Municipal Income ETF worth $715K as of Q2 2025.
  • Atria Wealth Solutions sold 18,110 Capital Group Short Duration Municipal Income ETF shares in Q2 2025, an estimated $470K.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #771 holding.
  • Atria Wealth Solutions first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Capital Group Short Duration Municipal Income ETF position peaked at $1.19M in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.