Financial Connections Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Financial Connections Group’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	$5.02M	Buy	190,872 +13,758	+8%	+$365K	1.74%	22
2025 Q4	$4.67M	Sell	177,114 -1,826	-1%	-$48.1K	1.6%	22
2025 Q3	$4.72M	Buy	178,940 +10,703	+6%	+$281K	1.84%	19
2025 Q2	$4.39M	Buy	168,237 +37,296	+28%	+$968K	1.81%	19
2025 Q1	$3.4M	Buy	130,941 +109,730	+517%	+$2.86M	1.53%	20
2024 Q4	$550K	Buy	+21,211	New	+$554K	0.26%	34

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Connections Group's CGSM Position: Q1 2026 in Review

Financial Connections Group increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.8% in Q1 2026, buying an estimated $365K and bringing the position to 190,872 shares worth $5.02M. The position accounts for 1.74% of the portfolio, ranked #22.

Financial Connections Group first reported a position in CGSM in Q4 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Financial Connections Group held 190,872 shares of Capital Group Short Duration Municipal Income ETF worth $5.02M as of Q1 2026.
Financial Connections Group bought 13,758 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $365K.
Capital Group Short Duration Municipal Income ETF made up 1.74% of Financial Connections Group's portfolio in Q1 2026, its #22 holding.
Financial Connections Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.