IA
CGSM icon

Integrity Alliance’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Integrity Alliance’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 		$4.99M Buy
+189,139
New +$4.98M 0.16% 126

Other funds holding CGSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IW
Integrated Wealthcare Durham, North Carolina $134M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Integrity Alliance's CGSM Position: Q2 2026 in Review

Integrity Alliance opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 189,139 shares worth $4.99M. The stake represents 0.16% of the portfolio and ranks #126 among its holdings.

77 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Integrity Alliance held 189,139 shares of Capital Group Short Duration Municipal Income ETF worth $4.99M as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Integrity Alliance position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.16% of Integrity Alliance's portfolio in Q2 2026, its #126 holding.
  • 77 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.