Creative Financial Designs’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Creative Financial Designs’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 Q1	$12.4K	Sell	472 -112	-19%	-$2.97K	﹤0.01%	1347
2025 Q4	$15.4K	Buy	584 +150	+35%	+$3.96K	﹤0.01%	1222
2025 Q3	$11.4K	Hold	434	–	–	﹤0.01%	1328
2025 Q2	$11.3K	Hold	434	–	–	﹤0.01%	1304
2025 Q1	$11.3K	Hold	434	–	–	﹤0.01%	1261
2024 Q4	$11.3K	Hold	434	–	–	﹤0.01%	1205
2024 Q3	$11.4K	Hold	434	–	–	﹤0.01%	1166
2024 Q2	$11.2K	Buy	+434	New	+$11.2K	﹤0.01%	1128

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Financial Designs's CGSM Position: Q1 2026 in Review

Creative Financial Designs reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 19% in Q1 2026, selling an estimated $2.97K and leaving 472 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Creative Financial Designs first reported a position in CGSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.4K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Creative Financial Designs held 472 shares of Capital Group Short Duration Municipal Income ETF worth $12.4K as of Q1 2026.
Creative Financial Designs sold 112 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $2.97K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1347 holding.
Creative Financial Designs first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
Creative Financial Designs's Capital Group Short Duration Municipal Income ETF position peaked at $15.4K in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.