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

Elequin Capital’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	$2.52M	Buy	+95,551	New	+$2.52M	0.08%	76
2026 Q1	–	Sell	-11,862	Closed	-$312K	–	642
2025 Q4	$312K	Sell	11,862 -24,765	-68%	-$653K	0.02%	103
2025 Q3	$965K	Buy	+36,627	New	+$962K	0.05%	66
2025 Q2	–	Sell	-34,747	Closed	-$904K	–	404
2025 Q1	$904K	Buy	+34,747	New	+$906K	0.11%	58

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 22.96% 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

Elequin Capital's CGSM Position: Q2 2026 in Review

Elequin Capital opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 95,551 shares worth $2.52M. The stake represents 0.08% of the portfolio and ranks #76 among its holdings. This is a return to the name: Elequin Capital previously reported a position in CGSM as recently as Q4 2025.

Elequin Capital first reported a position in CGSM in Q1 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Elequin Capital held 95,551 shares of Capital Group Short Duration Municipal Income ETF worth $2.52M as of Q2 2026.
Capital Group Short Duration Municipal Income ETF was a new Elequin Capital position in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.08% of Elequin Capital's portfolio in Q2 2026, its #76 holding.
Elequin Capital first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.