Bensler’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bensler’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 Q3	$3.56M	Buy	+138,282	New	+$3.62M	0.33%	64

Other funds holding CGSM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bensler's CGSM Position: Q3 2026 in Review

Bensler opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026: 138,282 shares worth $3.56M. The stake represents 0.33% of the portfolio and ranks #64 among its holdings.

151 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

Bensler held 138,282 shares of Capital Group Short Duration Municipal Income ETF worth $3.56M as of Q3 2026.
Capital Group Short Duration Municipal Income ETF was a new Bensler position in Q3 2026.
Capital Group Short Duration Municipal Income ETF made up 0.33% of Bensler's portfolio in Q3 2026, its #64 holding.
151 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Bensler's 13F filing for Q3 2026, filed 5 Nov 2026.