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 Q2	$137K	Buy	5,166 +1,427	+38%	+$37.6K	﹤0.01%	769
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 $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

Capital Analysts LLC's CGSM Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 38% in Q2 2026, buying an estimated $37.6K and bringing the position to 5,166 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Capital Analysts LLC first reported a position in CGSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q1 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Capital Analysts LLC held 5,166 shares of Capital Group Short Duration Municipal Income ETF worth $137K as of Q2 2026.
Capital Analysts LLC bought 1,427 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $37.6K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #769 holding.
Capital Analysts LLC first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
Capital Analysts LLC's Capital Group Short Duration Municipal Income ETF position peaked at $255K in Q1 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.