AAS
CGSM icon

Avantax Advisory Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Avantax Advisory Services’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 		$466K Buy
17,884
+3,387
+23% +$87.9K ﹤0.01% 1620
2025
Q1 		$377K Buy
14,497
+4,117
+40% +$107K ﹤0.01% 1685
2024
Q4 		$270K Buy
10,380
+779
+8% +$20.4K ﹤0.01% 1855
2024
Q3 		$252K Buy
+9,601
New +$251K ﹤0.01% 1878

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $94B AUM 20.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Avantax Advisory Services's CGSM Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 23% in Q2 2025, buying an estimated $87.9K and bringing the position to 17,884 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Avantax Advisory Services first reported a position in CGSM in Q3 2024 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold CGSM as of Q2 2025.

  • Avantax Advisory Services held 17,884 shares of Capital Group Short Duration Municipal Income ETF worth $466K as of Q2 2025.
  • Avantax Advisory Services bought 3,387 Capital Group Short Duration Municipal Income ETF shares in Q2 2025, an estimated $87.9K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1620 holding.
  • Avantax Advisory Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.