Cetera Investment Advisers
CGSM icon

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return