Capital Group Private Client Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Capital Group Private Client Services’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	$34.9M	Buy	1,324,006 +523,191	+65%	+$13.8M	0.49%	30
2026 Q1	$21M	Buy	800,815 +21,839	+3%	+$579K	0.35%	38
2025 Q4	$20.5M	Buy	778,976 +133,075	+21%	+$3.51M	0.33%	45
2025 Q3	$17M	Buy	645,901 +300,787	+87%	+$7.9M	0.28%	52
2025 Q2	$9M	Buy	345,114 +264,885	+330%	+$6.87M	0.08%	149
2025 Q1	$2.09M	Sell	80,229 -26,973	-25%	-$704K	0.02%	207
2024 Q4	$2.78M	Buy	107,202 +77,795	+265%	+$2.03M	0.03%	197
2024 Q3	$772K	Buy	29,407 +22	+0.1%	+$574	0.01%	232
2024 Q2	$757K	Buy	29,385 +11,058	+60%	+$284K	0.01%	231
2024 Q1	$471K	Sell	18,327 -725,302	-98%	-$18.7M	﹤0.01%	238
2023 Q4	$19.2M	Buy	+743,629	New	+$18.9M	0.2%	115

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Group Private Client Services's CGSM Position: Q2 2026 in Review

Capital Group Private Client Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 65% in Q2 2026, buying an estimated $13.8M and bringing the position to 1,324,006 shares worth $34.9M. The position accounts for 0.49% of the portfolio, ranked #30.

Capital Group Private Client Services first reported a position in CGSM in Q4 2023 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Capital Group Private Client Services held 1,324,006 shares of Capital Group Short Duration Municipal Income ETF worth $34.9M as of Q2 2026.
Capital Group Private Client Services bought 523,191 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $13.8M.
Capital Group Short Duration Municipal Income ETF made up 0.49% of Capital Group Private Client Services's portfolio in Q2 2026, its #30 holding.
Capital Group Private Client Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.