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

Cottonwood Capital 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	$2.04M	Buy	77,177 +2,236	+3%	+$58.9K	1.23%	19
2026 Q1	$1.97M	Buy	74,941 +4,151	+6%	+$110K	1.39%	19
2025 Q4	$1.86M	Buy	70,790 +8,540	+14%	+$225K	1.33%	20
2025 Q3	$1.64M	Sell	62,250 -381	-0.6%	-$10K	1.2%	23
2025 Q2	$1.63M	Buy	62,631 +21,810	+53%	+$566K	1.1%	24
2025 Q1	$1.06M	Buy	+40,821	New	+$1.06M	0.78%	30

Other funds holding CGSM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Integrated Wealthcare Durham, North Carolina $134M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cottonwood Capital Advisors's CGSM Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 3% in Q2 2026, buying an estimated $58.9K and bringing the position to 77,177 shares worth $2.04M. The position accounts for 1.23% of the portfolio, ranked #19.

Cottonwood Capital Advisors first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Cottonwood Capital Advisors held 77,177 shares of Capital Group Short Duration Municipal Income ETF worth $2.04M as of Q2 2026.
Cottonwood Capital Advisors bought 2,236 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $58.9K.
Capital Group Short Duration Municipal Income ETF made up 1.23% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #19 holding.
Cottonwood Capital Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.