EWA
CGSM icon

EQ Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

EQ Wealth Advisors’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 		– Sell
-1,154
Closed -$30.4K – 74
2025
Q4 		$30.4K Buy
+1,154
New +$30.4K 0.02% 113
2025
Q3 		– Sell
-1,154
Closed -$30.1K – 75
2025
Q2 		$30.1K Hold
1,154
– – 0.02% 101
2025
Q1 		$30K Buy
+1,154
New +$30.1K 0.02% 104

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 $377B 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 $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EQ Wealth Advisors's CGSM Position: Q1 2026 in Review

EQ Wealth Advisors sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2026, closing a stake of 1,154 shares — an estimated $30.4K sold.

EQ Wealth Advisors first reported a position in CGSM in Q1 2025 and held it in 3 quarters. The position peaked at $30.4K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • EQ Wealth Advisors reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 1,154 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $30.4K.
  • EQ Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $30.4K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.