CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19M Buy
728,735
+117,323
+19% +$3.06M 0.04% 322
2025
Q1 		$15.9M Buy
611,412
+267,240
+78% +$6.95M 0.04% 329
2024
Q4 		$8.94M Buy
344,172
+326,551
+1,853% +$8.48M 0.03% 395
2024
Q3 		$463K Buy
17,621
+8,603
+95% +$226K ﹤0.01% 1613
2024
Q2 		$232K Buy
+9,018
New +$232K ﹤0.01% 1963