First Horizon Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

First Horizon 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
2025 Q2	$69.7K	Buy	2,672 +91	+4%	+$2.36K	﹤0.01%	836
2025 Q1	$67.1K	Buy	2,581 +2,372	+1,135%	+$61.9K	﹤0.01%	814
2024 Q4	$5.43K	Hold	209	–	–	﹤0.01%	1784
2024 Q3	$5.49K	Buy	+209	New	+$5.46K	﹤0.01%	1775

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

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

PUREfi Wealth Boston, Massachusetts $182M AUM 26.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

First Horizon Advisors's CGSM Position: Q2 2025 in Review

First Horizon Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 3.5% in Q2 2025, buying an estimated $2.36K and bringing the position to 2,672 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

First Horizon Advisors first reported a position in CGSM in Q3 2024 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold CGSM as of Q2 2025.

First Horizon Advisors held 2,672 shares of Capital Group Short Duration Municipal Income ETF worth $69.7K as of Q2 2025.
First Horizon Advisors bought 91 Capital Group Short Duration Municipal Income ETF shares in Q2 2025, an estimated $2.36K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #836 holding.
First Horizon Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.