Hanlon Investment Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Hanlon Investment Management’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	$230K	Sell	8,709 -3,666	-30%	-$96.6K	0.12%	201
2026 Q1	$325K	Buy	12,375 +89	+0.7%	+$2.36K	0.18%	170
2025 Q4	$324K	Buy	12,286 +1,522	+14%	+$40.1K	0.18%	164
2025 Q3	$284K	Buy	10,764 +1,521	+16%	+$39.9K	0.17%	168
2025 Q2	$241K	Buy	+9,243	New	+$240K	0.17%	155

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 22.9% 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

Hanlon Investment Management's CGSM Position: Q2 2026 in Review

Hanlon Investment Management reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 30% in Q2 2026, selling an estimated $96.6K and leaving 8,709 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #201.

Hanlon Investment Management first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Hanlon Investment Management held 8,709 shares of Capital Group Short Duration Municipal Income ETF worth $230K as of Q2 2026.
Hanlon Investment Management sold 3,666 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $96.6K.
Capital Group Short Duration Municipal Income ETF made up 0.12% of Hanlon Investment Management's portfolio in Q2 2026, its #201 holding.
Hanlon Investment Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Hanlon Investment Management's Capital Group Short Duration Municipal Income ETF position peaked at $325K in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.