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 Q2	$714K	Buy	27,052 +7,614	+39%	+$201K	﹤0.01%	1433
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 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

Integrated Wealth Concepts's CGSM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 39% in Q2 2026, buying an estimated $201K and bringing the position to 27,052 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Integrated Wealth Concepts first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Integrated Wealth Concepts held 27,052 shares of Capital Group Short Duration Municipal Income ETF worth $714K as of Q2 2026.
Integrated Wealth Concepts bought 7,614 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $201K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1433 holding.
Integrated Wealth Concepts first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.