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Good Life Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Good Life 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
2024
Q4 		– Sell
-10,144
Closed -$266K – 504
2024
Q3 		$266K Buy
+10,144
New +$265K 0.02% 494

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $153M AUM 19.76% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Good Life Advisors's CGSM Position: Q4 2024 in Review

Good Life Advisors sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q4 2024, closing a stake of 10,144 shares — an estimated $266K sold.

Good Life Advisors first reported a position in CGSM in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 69 funds tracked by Wall St. Rank hold CGSM as of Q4 2024.

  • Good Life Advisors reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 10,144 Capital Group Short Duration Municipal Income ETF shares in Q4 2024, an estimated $266K.
  • Good Life Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and held it in 1 quarter.
  • Good Life Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $266K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.