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

Beta Wealth Group’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	–	Sell	-63,237	Closed	-$1.67M	–	115
2025 Q4	$1.67M	Sell	63,237 -11,970	-16%	-$316K	0.67%	37
2025 Q3	$1.98M	Sell	75,207 -13,304	-15%	-$349K	0.78%	30
2025 Q2	$2.31M	Sell	88,511 -142,974	-62%	-$3.71M	0.85%	33
2025 Q1	$6.02M	Sell	231,485 -460	-0.2%	-$12K	2.16%	12
2024 Q4	$6.02M	Buy	231,945 +1,278	+0.6%	+$33.4K	2.66%	11
2024 Q3	$6.06M	Buy	230,667 +42,435	+23%	+$1.11M	2.73%	10
2024 Q2	$4.85M	Buy	188,232 +5,489	+3%	+$141K	2.3%	12
2024 Q1	$4.7M	Buy	+182,743	New	+$4.71M	2.29%	14

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beta Wealth Group's CGSM Position: Q1 2026 in Review

Beta Wealth Group sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2026, closing a stake of 63,237 shares — an estimated $1.67M sold.

Beta Wealth Group first reported a position in CGSM in Q1 2024 and held it in 8 quarters. The position peaked at $6.06M in Q3 2024. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Beta Wealth Group reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Beta Wealth Group sold 63,237 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $1.67M.
Beta Wealth Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2024 and held it in 8 quarters.
Beta Wealth Group's Capital Group Short Duration Municipal Income ETF position peaked at $6.06M in Q3 2024.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.