CX Institutional’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

CX Institutional’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	–	Sell	-56	Closed	-$1K	–	1683
2026 Q2	$1K	Hold	56	–	–	﹤0.01%	1508
2026 Q1	$1K	Hold	56	–	–	﹤0.01%	1487
2025 Q4	$1K	Sell	56 -18	-24%	-$475	﹤0.01%	1433
2025 Q3	$2K	Buy	+74	New	+$1.94K	﹤0.01%	1306

Other funds holding CGSM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return

CX Institutional's CGSM Position: Q3 2026 in Review

CX Institutional sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026, closing a stake of 56 shares — an estimated $1K sold.

CX Institutional first reported a position in CGSM in Q3 2025 and held it in 4 quarters. The position peaked at $2K in Q3 2025. 41 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

CX Institutional reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 56 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $1K.
CX Institutional first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and held it in 4 quarters.
CX Institutional's Capital Group Short Duration Municipal Income ETF position peaked at $2K in Q3 2025.
41 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.