Axxcess Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Axxcess Wealth Management’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	$374K	Hold	14,245	–	–	0.01%	326
2025 Q4	$375K	Buy	+14,245	New	+$376K	0.01%	780

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

Axxcess Wealth Management's CGSM Position: Q1 2026 in Review

Axxcess Wealth Management held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q1 2026 at 14,245 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #326.

Axxcess Wealth Management first reported a position in CGSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $375K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Axxcess Wealth Management held 14,245 shares of Capital Group Short Duration Municipal Income ETF worth $374K as of Q1 2026.
Axxcess Wealth Management 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 Axxcess Wealth Management's portfolio in Q1 2026, its #326 holding.
Axxcess Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
Axxcess Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $375K in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.