EWA
CGSM icon

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

EverSource 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 		$1.4M Sell
53,443
-18,655
-26% -$494K 0.04% 298
2025
Q4 		$1.9M Buy
72,098
+13,437
+23% +$354K 0.07% 198
2025
Q3 		$1.55M Sell
58,661
-3,055
-5% -$80.2K 0.06% 219
2025
Q2 		$1.61M Buy
61,716
+20,404
+49% +$529K 0.07% 190
2025
Q1 		$1.07M Sell
41,312
-153
-0.4% -$3.99K 0.06% 228
2024
Q4 		$1.08M Sell
41,465
-1,796
-4% -$46.9K 0.06% 234
2024
Q3 		$1.14M Buy
43,261
+6,458
+18% +$169K 0.07% 198
2024
Q2 		$958K Buy
+36,803
New +$946K 0.06% 219

Other funds holding CGSM

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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