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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

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PW
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Cetera Investment Advisers
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VAS
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Osaic Holdings
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CGPCS
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