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

Florida Financial 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	–	Sell	-8,254	Closed	-$217K	–	364
2026 Q1	$217K	Hold	8,254	–	–	0.05%	305
2025 Q4	$217K	Buy	8,254 +52	+0.6%	+$1.37K	0.06%	262
2025 Q3	$216K	Buy	+8,202	New	+$215K	0.07%	249

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

Florida Financial Advisors's CGSM Position: Q2 2026 in Review

Florida Financial Advisors sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 8,254 shares — an estimated $217K sold.

Florida Financial Advisors first reported a position in CGSM in Q3 2025 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Florida Financial Advisors reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Florida Financial Advisors sold 8,254 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $217K.
Florida Financial Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and held it in 3 quarters.
Florida Financial Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $217K in Q4 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.