Envestnet Portfolio Solutions’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Envestnet Portfolio Solutions’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	$1.58M	Buy	59,910 +16,650	+38%	+$439K	0.01%	553
2026 Q1	$1.14M	Sell	43,260 -12,305	-22%	-$326K	0.01%	596
2025 Q4	$1.46M	Buy	55,565 +5,818	+12%	+$153K	0.01%	639
2025 Q3	$1.31M	Sell	49,747 -11,706	-19%	-$307K	﹤0.01%	657
2025 Q2	$1.6M	Sell	61,453 -16,029	-21%	-$416K	0.01%	633
2025 Q1	$2.02M	Sell	77,482 -9,603	-11%	-$250K	0.01%	581
2024 Q4	$2.26M	Buy	87,085 +5,565	+7%	+$145K	0.01%	625
2024 Q3	$2.14M	Buy	+81,520	New	+$2.13M	0.01%	639

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

Envestnet Portfolio Solutions's CGSM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 38% in Q2 2026, buying an estimated $439K and bringing the position to 59,910 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #553.

Envestnet Portfolio Solutions first reported a position in CGSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.26M in Q4 2024. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Envestnet Portfolio Solutions held 59,910 shares of Capital Group Short Duration Municipal Income ETF worth $1.58M as of Q2 2026.
Envestnet Portfolio Solutions bought 16,650 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $439K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #553 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Capital Group Short Duration Municipal Income ETF position peaked at $2.26M in Q4 2024.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.