Capital Analysts LLC’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Capital Analysts LLC’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	$98K	Buy	3,739 +1,885	+102%	+$50K	﹤0.01%	801
2025 Q4	$49K	Buy	1,854 +109	+6%	+$2.87K	﹤0.01%	919
2025 Q3	$46K	Buy	+1,745	New	+$45.8K	﹤0.01%	902
2025 Q2	–	Sell	-9,795	Closed	-$255K	–	1390
2025 Q1	$255K	Hold	9,795	–	–	0.01%	485
2024 Q4	$254K	Buy	+9,795	New	+$256K	0.01%	447

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital Analysts LLC's CGSM Position: Q1 2026 in Review

Capital Analysts LLC increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 102% in Q1 2026, buying an estimated $50K and bringing the position to 3,739 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Capital Analysts LLC first reported a position in CGSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $255K in Q1 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Capital Analysts LLC held 3,739 shares of Capital Group Short Duration Municipal Income ETF worth $98K as of Q1 2026.
Capital Analysts LLC bought 1,885 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $50K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #801 holding.
Capital Analysts LLC first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 5 quarters since.
Capital Analysts LLC's Capital Group Short Duration Municipal Income ETF position peaked at $255K in Q1 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.