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 Q2	$34.4K	Buy	1,303 +831	+176%	+$21.9K	﹤0.01%	1138
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 $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 22.9% 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

Creative Financial Designs's CGSM Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 176% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,303 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Creative Financial Designs first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Creative Financial Designs held 1,303 shares of Capital Group Short Duration Municipal Income ETF worth $34.4K as of Q2 2026.
Creative Financial Designs bought 831 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $21.9K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1138 holding.
Creative Financial Designs first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.