BEW
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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return