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J. Derek Lewis & Associates’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

J. Derek Lewis & Associates’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 		$262K Sell
9,935
-1,750
-15% -$46.1K 0.05% 155
2026
Q1 		$307K Sell
11,685
-750
-6% -$19.9K 0.07% 135
2025
Q4 		$328K Buy
+12,435
New +$328K 0.08% 128

Other funds holding CGSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
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
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 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

J. Derek Lewis & Associates's CGSM Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 15% in Q2 2026, selling an estimated $46.1K and leaving 9,935 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #155.

J. Derek Lewis & Associates first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 102 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • J. Derek Lewis & Associates held 9,935 shares of Capital Group Short Duration Municipal Income ETF worth $262K as of Q2 2026.
  • J. Derek Lewis & Associates sold 1,750 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $46.1K.
  • Capital Group Short Duration Municipal Income ETF made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #155 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Capital Group Short Duration Municipal Income ETF position peaked at $328K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.