BFEC
CGSM icon

Benjamin F. Edwards & Company’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$99K Buy
3,831
+619
+19% +$15.9K ﹤0.01% 1116
2024
Q1 		$83K Buy
3,212
+32
+1% +$824 ﹤0.01% 1149
2023
Q4 		$82K Buy
+3,180
New +$80.7K ﹤0.01% 1127

Other funds holding CGSM

BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Benjamin F. Edwards & Company's CGSM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 19% in Q2 2024, buying an estimated $15.9K and bringing the position to 3,831 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Benjamin F. Edwards & Company first reported a position in CGSM in Q4 2023 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CGSM as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,831 shares of Capital Group Short Duration Municipal Income ETF worth $99K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 619 Capital Group Short Duration Municipal Income ETF shares in Q2 2024, an estimated $15.9K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1116 holding.
  • Benjamin F. Edwards & Company first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.