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Cannon Financial Strategists’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cannon Financial Strategists’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 		$3.61M Buy
+136,919
New +$3.61M 0.41% 24

Other funds holding CGSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 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

Cannon Financial Strategists's CGSM Position: Q2 2026 in Review

Cannon Financial Strategists opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 136,919 shares worth $3.61M. The stake represents 0.41% of the portfolio and ranks #24 among its holdings.

102 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Cannon Financial Strategists held 136,919 shares of Capital Group Short Duration Municipal Income ETF worth $3.61M as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Cannon Financial Strategists position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.41% of Cannon Financial Strategists's portfolio in Q2 2026, its #24 holding.
  • 102 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.