GWN Securities’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

GWN Securities’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	$792K	Buy	30,013 +532	+2%	+$14K	0.13%	205
2026 Q1	$775K	Sell	29,481 -650	-2%	-$17.2K	0.15%	176
2025 Q4	$794K	Buy	30,131 +8,058	+37%	+$212K	0.16%	153
2025 Q3	$582K	Buy	22,073 +1,874	+9%	+$49.2K	0.13%	171
2025 Q2	$527K	Buy	20,199 +12,213	+153%	+$317K	0.1%	201
2025 Q1	$208K	Buy	+7,986	New	+$208K	0.01%	668

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

GWN Securities's CGSM Position: Q2 2026 in Review

GWN Securities increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 1.8% in Q2 2026, buying an estimated $14K and bringing the position to 30,013 shares worth $792K. The position accounts for 0.13% of the portfolio, ranked #205.

GWN Securities first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $794K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

GWN Securities held 30,013 shares of Capital Group Short Duration Municipal Income ETF worth $792K as of Q2 2026.
GWN Securities bought 532 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $14K.
Capital Group Short Duration Municipal Income ETF made up 0.13% of GWN Securities's portfolio in Q2 2026, its #205 holding.
GWN Securities first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
GWN Securities's Capital Group Short Duration Municipal Income ETF position peaked at $794K in Q4 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.