Capital Investment Advisory Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Capital Investment Advisory 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	$340K	Buy	12,900 +5,900	+84%	+$155K	0.02%	544
2026 Q1	$184K	Hold	7,000	–	–	0.01%	641
2025 Q4	$184K	Buy	7,000 +1,500	+27%	+$39.5K	0.01%	619
2025 Q3	$145K	Buy	5,500 +700	+15%	+$18.4K	0.01%	622
2025 Q2	$125K	Buy	+4,800	New	+$125K	0.01%	615

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Investment Advisory Services's CGSM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 84% in Q2 2026, buying an estimated $155K and bringing the position to 12,900 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #544.

Capital Investment Advisory Services first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Capital Investment Advisory Services held 12,900 shares of Capital Group Short Duration Municipal Income ETF worth $340K as of Q2 2026.
Capital Investment Advisory Services bought 5,900 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $155K.
Capital Group Short Duration Municipal Income ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #544 holding.
Capital Investment Advisory Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.