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ICA Group Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

ICA Group Wealth 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
2024
Q2 		$63.4K Buy
2,461
+1,300
+112% +$33.4K 0.04% 217
2024
Q1 		$29.9K Buy
1,161
+361
+45% +$9.3K 0.01% 665
2023
Q4 		$20.7K Buy
+800
New +$20.3K ﹤0.01% 713

Other funds holding CGSM

BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ICA Group Wealth Management's CGSM Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 112% in Q2 2024, buying an estimated $33.4K and bringing the position to 2,461 shares worth $63.4K. The position accounts for 0.04% of the portfolio, ranked #217.

ICA Group Wealth Management first reported a position in CGSM in Q4 2023 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CGSM as of Q2 2024.

  • ICA Group Wealth Management held 2,461 shares of Capital Group Short Duration Municipal Income ETF worth $63.4K as of Q2 2024.
  • ICA Group Wealth Management bought 1,300 Capital Group Short Duration Municipal Income ETF shares in Q2 2024, an estimated $33.4K.
  • Capital Group Short Duration Municipal Income ETF made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #217 holding.
  • ICA Group Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.