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 Q2	$1.34M	Sell	50,868 -2,575	-5%	-$67.9K	0.05%	296
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

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

EverSource Wealth Advisors's CGSM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 4.8% in Q2 2026, selling an estimated $67.9K and leaving 50,868 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #296.

EverSource Wealth Advisors first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.9M in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

EverSource Wealth Advisors held 50,868 shares of Capital Group Short Duration Municipal Income ETF worth $1.34M as of Q2 2026.
EverSource Wealth Advisors sold 2,575 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $67.9K.
Capital Group Short Duration Municipal Income ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #296 holding.
EverSource Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $1.9M in Q4 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.