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Flow Traders U.S.’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Flow Traders U.S.’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
Q4 		– Sell
-10,617
Closed -$280K – 944
2025
Q3 		$280K Buy
+10,617
New +$279K 0.01% 763

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Flow Traders U.S.'s CGSM Position: Q4 2025 in Review

Flow Traders U.S. sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q4 2025, closing a stake of 10,617 shares — an estimated $280K sold.

Flow Traders U.S. first reported a position in CGSM in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 132 funds tracked by Wall St. Rank hold CGSM as of Q4 2025.

  • Flow Traders U.S. reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Flow Traders U.S. sold 10,617 Capital Group Short Duration Municipal Income ETF shares in Q4 2025, an estimated $280K.
  • Flow Traders U.S. first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and held it in 1 quarter.
  • Flow Traders U.S.'s Capital Group Short Duration Municipal Income ETF position peaked at $280K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2025.

Based on Flow Traders U.S.'s 13F filing for Q4 2025, filed 13 Feb 2026.