Burton Enright Welch’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Burton Enright Welch’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	$1.16M	Buy	44,124 +781	+2%	+$20.6K	0.14%	64
2026 Q1	$1.14M	Buy	43,343 +768	+2%	+$20.4K	0.15%	61
2025 Q4	$1.12M	Buy	42,575 +1,142	+3%	+$30.1K	0.16%	58
2025 Q3	$1.09M	Buy	41,433 +5,833	+16%	+$153K	0.16%	57
2025 Q2	$928K	Buy	35,600 +11,352	+47%	+$295K	0.16%	57
2025 Q1	$631K	Buy	24,248 +359	+2%	+$9.37K	0.13%	57
2024 Q4	$620K	Buy	23,889 +1,297	+6%	+$33.9K	0.13%	58
2024 Q3	$593K	Buy	22,592 +254	+1%	+$6.63K	0.13%	55
2024 Q2	$575K	Buy	+22,338	New	+$574K	0.13%	55

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

Burton Enright Welch's CGSM Position: Q2 2026 in Review

Burton Enright Welch increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 1.8% in Q2 2026, buying an estimated $20.6K and bringing the position to 44,124 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #64.

Burton Enright Welch first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Burton Enright Welch held 44,124 shares of Capital Group Short Duration Municipal Income ETF worth $1.16M as of Q2 2026.
Burton Enright Welch bought 781 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $20.6K.
Capital Group Short Duration Municipal Income ETF made up 0.14% of Burton Enright Welch's portfolio in Q2 2026, its #64 holding.
Burton Enright Welch first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.