CIM
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Capital Investment Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Capital Investment Management’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 		$797K Buy
30,205
+3,215
+12% +$84.7K 0.24% 69
2026
Q1 		$709K Sell
26,990
-767
-3% -$20.3K 0.24% 69
2025
Q4 		$731K Buy
+27,757
New +$732K 0.26% 68

Other funds holding CGSM

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IW
Integrated Wealthcare Durham, North Carolina $134M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Capital Investment Management's CGSM Position: Q2 2026 in Review

Capital Investment Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 12% in Q2 2026, buying an estimated $84.7K and bringing the position to 30,205 shares worth $797K. The position accounts for 0.24% of the portfolio, ranked #69.

Capital Investment Management first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Capital Investment Management held 30,205 shares of Capital Group Short Duration Municipal Income ETF worth $797K as of Q2 2026.
  • Capital Investment Management bought 3,215 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $84.7K.
  • Capital Group Short Duration Municipal Income ETF made up 0.24% of Capital Investment Management's portfolio in Q2 2026, its #69 holding.
  • Capital Investment Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.