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Integrated Wealth Concepts’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Integrated Wealth Concepts’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
Q1 		$511K Buy
19,438
+4,453
+30% +$118K ﹤0.01% 1530
2025
Q4 		$395K Buy
14,985
+2,063
+16% +$54.4K ﹤0.01% 1197
2025
Q3 		$341K Buy
+12,922
New +$339K ﹤0.01% 1566

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Integrated Wealth Concepts's CGSM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 30% in Q1 2026, buying an estimated $118K and bringing the position to 19,438 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Integrated Wealth Concepts first reported a position in CGSM in Q3 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Integrated Wealth Concepts held 19,438 shares of Capital Group Short Duration Municipal Income ETF worth $511K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,453 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $118K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1530 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.