Envestnet Portfolio Solutions
CGSM icon

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return