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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Integrated Wealthcare Durham, North Carolina $134M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Farther Finance Advisors's CGSM Position: Q2 2026 in Review

Farther Finance Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 335% in Q2 2026, buying an estimated $85.2K and bringing the position to 4,199 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Farther Finance Advisors first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Farther Finance Advisors held 4,199 shares of Capital Group Short Duration Municipal Income ETF worth $111K as of Q2 2026.
Farther Finance Advisors bought 3,233 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $85.2K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2638 holding.
Farther Finance Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
77 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.