CIS
CGSM icon

Continental Investors Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Continental Investors Services’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
2024
Q4 		– Sell
-8,336
Closed -$219K – 65
2024
Q3 		$219K Buy
+8,336
New +$218K 0.45% 60

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $182M AUM 26.04% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Continental Investors Services's CGSM Position: Q4 2024 in Review

Continental Investors Services sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q4 2024, closing a stake of 8,336 shares — an estimated $219K sold.

Continental Investors Services first reported a position in CGSM in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 69 funds tracked by Wall St. Rank hold CGSM as of Q4 2024.

  • Continental Investors Services reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Continental Investors Services sold 8,336 Capital Group Short Duration Municipal Income ETF shares in Q4 2024, an estimated $219K.
  • Continental Investors Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and held it in 1 quarter.
  • Continental Investors Services's Capital Group Short Duration Municipal Income ETF position peaked at $219K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2024.

Based on Continental Investors Services's 13F filing for Q4 2024, filed 11 Feb 2025.