BEI
CGSM icon

Benjamin Edwards Inc’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Benjamin Edwards Inc’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 		$3.94M Buy
149,961
+104,936
+233% +$2.78M 0.04% 387
2025
Q4 		$1.19M Sell
45,025
-80,766
-64% -$2.13M 0.01% 653
2025
Q3 		$3.32M Buy
125,791
+67,992
+118% +$1.79M 0.04% 389
2025
Q2 		$1.51M Buy
57,799
+27,956
+94% +$725K 0.02% 511
2025
Q1 		$776K Buy
29,843
+1,004
+3% +$26.2K 0.01% 660
2024
Q4 		$749K Sell
28,839
-1,848
-6% -$48.3K 0.01% 703
2024
Q3 		$806K Buy
+30,687
New +$801K 0.01% 650

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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
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return