CoreCap Advisors
CGSM icon

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

CoreCap 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
2026
Q3 		$51.7K Sell
2,009
-2,122
-51% -$55.6K ﹤0.01% 1383
2026
Q2 		$109K Buy
4,131
+165
+4% +$4.35K ﹤0.01% 1065
2026
Q1 		$104K Buy
3,966
+1,757
+80% +$46.6K ﹤0.01% 1019
2025
Q4 		$58.2K Buy
+2,209
New +$58.2K ﹤0.01% 1256

Other funds holding CGSM

Wealth Enhancement Advisory Services
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Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Hartmann Taylor Wealth Management
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Lakeside Advisors
Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return

CoreCap Advisors's CGSM Position: Q3 2026 in Review

CoreCap Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 51% in Q3 2026, selling an estimated $55.6K and leaving 2,009 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

CoreCap Advisors first reported a position in CGSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $109K in Q2 2026. 41 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • CoreCap Advisors held 2,009 shares of Capital Group Short Duration Municipal Income ETF worth $51.7K as of Q3 2026.
  • CoreCap Advisors sold 2,122 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $55.6K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1383 holding.
  • CoreCap Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $109K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.