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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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. 162 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.
162 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.