CI
CGSM icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CX Institutional's CGSM Position: Q2 2026 in Review

CX Institutional held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 56 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

CX Institutional first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2K in Q3 2025. 17 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • CX Institutional held 56 shares of Capital Group Short Duration Municipal Income ETF worth $1K as of Q2 2026.
  • CX Institutional left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1508 holding.
  • CX Institutional first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Capital Group Short Duration Municipal Income ETF position peaked at $2K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.