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

BCS 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
Q2 		$435K Buy
16,477
+793
+5% +$20.9K 0.08% 194
2026
Q1 		$412K Buy
+15,684
New +$416K 0.08% 179

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BCS Wealth Management's CGSM Position: Q2 2026 in Review

BCS Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 5.1% in Q2 2026, buying an estimated $20.9K and bringing the position to 16,477 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #194.

BCS Wealth Management first reported a position in CGSM in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • BCS Wealth Management held 16,477 shares of Capital Group Short Duration Municipal Income ETF worth $435K as of Q2 2026.
  • BCS Wealth Management bought 793 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $20.9K.
  • Capital Group Short Duration Municipal Income ETF made up 0.08% of BCS Wealth Management's portfolio in Q2 2026, its #194 holding.
  • BCS Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.