Farther Finance Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Farther Finance 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 Q3	$96.2K	Sell	3,743 -456	-11%	-$12K	﹤0.01%	2892
2026 Q2	$111K	Buy	4,199 +3,233	+335%	+$85.2K	﹤0.01%	2638
2026 Q1	$25.4K	Buy	966 +157	+19%	+$4.16K	﹤0.01%	3493
2025 Q4	$21.3K	Buy	809 +703	+663%	+$18.5K	﹤0.01%	3397
2025 Q3	$2.79K	Buy	+106	New	+$2.78K	﹤0.01%	4006

Other funds holding CGSM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's CGSM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 11% in Q3 2026, selling an estimated $12K and leaving 3,743 shares worth $96.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Farther Finance Advisors first reported a position in CGSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $111K in Q2 2026. 16 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

Farther Finance Advisors held 3,743 shares of Capital Group Short Duration Municipal Income ETF worth $96.2K as of Q3 2026.
Farther Finance Advisors sold 456 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $12K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2892 holding.
Farther Finance Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $111K in Q2 2026.
16 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.