Cerity Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cerity Partners’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	$1.1M	Sell	41,578 -153	-0.4%	-$4.03K	﹤0.01%	1942
2026 Q1	$1.1M	Buy	41,731 +13,129	+46%	+$348K	﹤0.01%	1808
2025 Q4	$753K	Buy	+28,602	New	+$754K	﹤0.01%	1852
2025 Q2	–	Sell	-10,000	Closed	-$260K	–	2651
2025 Q1	$260K	Buy	+10,000	New	+$261K	﹤0.01%	2094

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

CGPCS

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

Cerity Partners's CGSM Position: Q2 2026 in Review

Cerity Partners reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.37% in Q2 2026, selling an estimated $4.03K and leaving 41,578 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Cerity Partners first reported a position in CGSM in Q1 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Cerity Partners held 41,578 shares of Capital Group Short Duration Municipal Income ETF worth $1.1M as of Q2 2026.
Cerity Partners sold 153 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $4.03K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1942 holding.
Cerity Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.