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

Brinker Capital Investments’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	$3.68M	Buy	139,299 +16,023	+13%	+$422K	0.03%	504
2026 Q1	$3.24M	Sell	123,276 -453	-0.4%	-$12K	0.03%	531
2025 Q4	$3.26M	Buy	123,729 +5,141	+4%	+$136K	0.02%	613
2025 Q3	$3.13M	Buy	118,588 +29,425	+33%	+$773K	0.02%	612
2025 Q2	$2.33M	Buy	89,163 +1,325	+2%	+$34.4K	0.02%	705
2025 Q1	$2.28M	Buy	87,838 +4,778	+6%	+$125K	0.02%	641
2024 Q4	$2.16M	Buy	83,060 +9,065	+12%	+$237K	0.02%	658
2024 Q3	$1.94M	Buy	+73,995	New	+$1.93M	0.02%	704

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 22.9% 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

Brinker Capital Investments's CGSM Position: Q2 2026 in Review

Brinker Capital Investments increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 13% in Q2 2026, buying an estimated $422K and bringing the position to 139,299 shares worth $3.68M. The position accounts for 0.03% of the portfolio, ranked #504.

Brinker Capital Investments 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.

Brinker Capital Investments held 139,299 shares of Capital Group Short Duration Municipal Income ETF worth $3.68M as of Q2 2026.
Brinker Capital Investments bought 16,023 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $422K.
Capital Group Short Duration Municipal Income ETF made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #504 holding.
Brinker Capital Investments 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.