Citadel Advisors
CGSM icon

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

Citadel Advisors’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
2025
Q2 		– Sell
-11,118
Closed -$289K – 12759
2025
Q1 		$289K Buy
+11,118
New +$290K ﹤0.01% 9685

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 $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $153M AUM 19.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Citadel Advisors's CGSM Position: Q2 2025 in Review

Citadel Advisors sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2025, closing a stake of 11,118 shares — an estimated $289K sold.

Citadel Advisors first reported a position in CGSM in Q1 2025 and held it in 1 quarter. The position peaked at $289K in Q1 2025. 98 funds tracked by Wall St. Rank hold CGSM as of Q2 2025.

  • Citadel Advisors reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 11,118 Capital Group Short Duration Municipal Income ETF shares in Q2 2025, an estimated $289K.
  • Citadel Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • Citadel Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $289K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.