Envestnet Asset Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Envestnet Asset Management’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	$83.1M	Buy	3,150,448 +221,888	+8%	+$5.85M	0.02%	640
2026 Q1	$77M	Buy	2,928,560 +281,585	+11%	+$7.46M	0.02%	623
2025 Q4	$69.7M	Buy	2,646,975 +485,216	+22%	+$12.8M	0.02%	602
2025 Q3	$57M	Buy	2,161,759 +454,829	+27%	+$11.9M	0.02%	720
2025 Q2	$44.5M	Buy	1,706,930 +129,304	+8%	+$3.36M	0.01%	797
2025 Q1	$41M	Buy	1,577,626 +109,837	+7%	+$2.87M	0.01%	792
2024 Q4	$38.1M	Buy	1,467,789 +396,027	+37%	+$10.4M	0.01%	839
2024 Q3	$28.1M	Buy	1,071,762 +1,027,296	+2,310%	+$26.8M	0.01%	990
2024 Q2	$1.14M	Buy	44,466 +6,330	+17%	+$163K	﹤0.01%	2944
2024 Q1	$980K	Buy	+38,136	New	+$982K	﹤0.01%	3048

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's CGSM Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.6% in Q2 2026, buying an estimated $5.85M and bringing the position to 3,150,448 shares worth $83.1M. The position accounts for 0.02% of the portfolio, ranked #640.

Envestnet Asset Management first reported a position in CGSM in Q1 2024 and has held it in 10 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Envestnet Asset Management held 3,150,448 shares of Capital Group Short Duration Municipal Income ETF worth $83.1M as of Q2 2026.
Envestnet Asset Management bought 221,888 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $5.85M.
Capital Group Short Duration Municipal Income ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #640 holding.
Envestnet Asset Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.