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 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 $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 Investment Advisory Services's CGSM Position: Q1 2026 in Review

Capital Investment Advisory Services held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q1 2026 at 7,000 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #641.

Capital Investment Advisory Services first reported a position in CGSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $184K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Capital Investment Advisory Services held 7,000 shares of Capital Group Short Duration Municipal Income ETF worth $184K as of Q1 2026.
Capital Investment Advisory Services left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q1 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #641 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 4 quarters since.
Capital Investment Advisory Services's Capital Group Short Duration Municipal Income ETF position peaked at $184K in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.