Avidian Wealth Enterprises’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Avidian Wealth Enterprises’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 Q2	$211K	Hold	8,000	–	–	0.01%	690
2026 Q1	$210K	Hold	8,000	–	–	0.01%	635
2025 Q4	$211K	Hold	8,000	–	–	0.01%	548
2025 Q3	$211K	Buy	+8,000	New	+$210K	0.01%	546

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Avidian Wealth Enterprises's CGSM Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 8,000 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #690.

Avidian Wealth Enterprises first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Avidian Wealth Enterprises held 8,000 shares of Capital Group Short Duration Municipal Income ETF worth $211K as of Q2 2026.
Avidian Wealth Enterprises left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #690 holding.
Avidian Wealth Enterprises first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.