Cetera Investment Advisers’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cetera Investment Advisers’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	$33.5M	Buy	1,268,729 +279,472	+28%	+$7.36M	0.03%	540
2026 Q1	$26M	Buy	989,257 +288,245	+41%	+$7.64M	0.03%	582
2025 Q4	$18.5M	Buy	701,012 +142,689	+26%	+$3.76M	0.02%	706
2025 Q3	$14.7M	Buy	558,323 +147,643	+36%	+$3.88M	0.02%	783
2025 Q2	$10.7M	Buy	410,680 +32,913	+9%	+$854K	0.02%	791
2025 Q1	$9.83M	Buy	377,767 +51,442	+16%	+$1.34M	0.02%	781
2024 Q4	$8.47M	Buy	+326,325	New	+$8.53M	0.02%	781

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 22.96% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's CGSM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 28% in Q2 2026, buying an estimated $7.36M and bringing the position to 1,268,729 shares worth $33.5M. The position accounts for 0.03% of the portfolio, ranked #540.

Cetera Investment Advisers first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Cetera Investment Advisers held 1,268,729 shares of Capital Group Short Duration Municipal Income ETF worth $33.5M as of Q2 2026.
Cetera Investment Advisers bought 279,472 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $7.36M.
Capital Group Short Duration Municipal Income ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #540 holding.
Cetera Investment Advisers first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.