Janney Montgomery Scott
CGSM icon

Janney Montgomery Scott’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Janney Montgomery Scott’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 		$4.75M Buy
180,077
+30,705
+21% +$809K 0.01% 994
2026
Q1 		$3.92M Buy
149,372
+47,661
+47% +$1.26M 0.01% 958
2025
Q4 		$2.68M Buy
101,711
+22,640
+29% +$597K 0.01% 1206
2025
Q3 		$2.08M Buy
79,071
+5,214
+7% +$137K ﹤0.01% 1296
2025
Q2 		$1.93M Sell
73,857
-15,888
-18% -$412K 0.01% 1235
2025
Q1 		$2.33M Buy
89,745
+3,391
+4% +$88.5K 0.01% 1093
2024
Q4 		$2.24M Buy
86,354
+3,347
+4% +$87.5K 0.01% 1107
2024
Q3 		$2.18M Buy
+83,007
New +$2.17M 0.01% 1103

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Janney Montgomery Scott's CGSM Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 21% in Q2 2026, buying an estimated $809K and bringing the position to 180,077 shares worth $4.75M. The position accounts for 0.01% of the portfolio, ranked #994.

Janney Montgomery Scott first reported a position in CGSM in Q3 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Janney Montgomery Scott held 180,077 shares of Capital Group Short Duration Municipal Income ETF worth $4.75M as of Q2 2026.
  • Janney Montgomery Scott bought 30,705 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $809K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #994 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.