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 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 $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avidian Wealth Enterprises's CGSM Position: Q1 2026 in Review

Avidian Wealth Enterprises held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q1 2026 at 8,000 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #635.

Avidian Wealth Enterprises first reported a position in CGSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q3 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Avidian Wealth Enterprises held 8,000 shares of Capital Group Short Duration Municipal Income ETF worth $210K as of Q1 2026.
Avidian Wealth Enterprises left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q1 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #635 holding.
Avidian Wealth Enterprises first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
Avidian Wealth Enterprises's Capital Group Short Duration Municipal Income ETF position peaked at $211K in Q3 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.