Cambridge Investment Research Advisors
CGSM icon

Cambridge Investment Research Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cambridge Investment Research Advisors’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 		$8.66M Buy
328,319
+37,436
+13% +$986K 0.02% 717
2026
Q1 		$7.64M Buy
290,883
+19,120
+7% +$507K 0.02% 735
2025
Q4 		$7.16M Buy
271,763
+65,570
+32% +$1.73M 0.02% 739
2025
Q3 		$5.43M Buy
206,193
+11,800
+6% +$310K 0.01% 865
2025
Q2 		$5.07M Buy
194,393
+36,009
+23% +$934K 0.02% 845
2025
Q1 		$4.12M Buy
158,384
+16,270
+11% +$424K 0.01% 899
2024
Q4 		$3.69M Buy
142,114
+26,767
+23% +$700K 0.01% 969
2024
Q3 		$3.03M Buy
+115,347
New +$3.01M 0.01% 1078
2024
Q2 		– Sell
-8,708
Closed -$224K – 3333
2024
Q1 		$224K Buy
+8,708
New +$224K ﹤0.01% 2937

Other funds holding CGSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IW
Integrated Wealthcare Durham, North Carolina $134M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Cambridge Investment Research Advisors's CGSM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 13% in Q2 2026, buying an estimated $986K and bringing the position to 328,319 shares worth $8.66M. The position accounts for 0.02% of the portfolio, ranked #717.

Cambridge Investment Research Advisors first reported a position in CGSM in Q1 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Cambridge Investment Research Advisors held 328,319 shares of Capital Group Short Duration Municipal Income ETF worth $8.66M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 37,436 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $986K.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #717 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 65 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.