CA
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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors's CGSM Position: Q2 2026 in Review

CoreCap Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 4.2% in Q2 2026, buying an estimated $4.35K and bringing the position to 4,131 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

CoreCap Advisors first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • CoreCap Advisors held 4,131 shares of Capital Group Short Duration Municipal Income ETF worth $109K as of Q2 2026.
  • CoreCap Advisors bought 165 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $4.35K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1065 holding.
  • CoreCap Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.