CWM
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Cornerstone Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cornerstone Wealth Management’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 		$317K Buy
+12,332
New +$323K 0.01% 602

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Cannon Financial Strategists
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J.W. Cole Advisors
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Private Advisor Group
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Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Cornerstone Wealth Management's CGSM Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026: 12,332 shares worth $317K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings.

109 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Cornerstone Wealth Management held 12,332 shares of Capital Group Short Duration Municipal Income ETF worth $317K as of Q3 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Cornerstone Wealth Management position in Q3 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #602 holding.
  • 109 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.