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 Q2	$3.97M	Buy	150,522 +561	+0.4%	+$14.8K	0.04%	404
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

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

Benjamin Edwards Inc's CGSM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.37% in Q2 2026, buying an estimated $14.8K and bringing the position to 150,522 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #404.

Benjamin Edwards Inc first reported a position in CGSM in Q3 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Benjamin Edwards Inc held 150,522 shares of Capital Group Short Duration Municipal Income ETF worth $3.97M as of Q2 2026.
Benjamin Edwards Inc bought 561 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $14.8K.
Capital Group Short Duration Municipal Income ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #404 holding.
Benjamin Edwards Inc first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.