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Keeler & Nadler Financial Planning & Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 		$3.04M Buy
115,067
+17,140
+18% +$452K 0.86% 25
2026
Q1 		$2.57M Buy
97,927
+12,399
+14% +$329K 0.87% 25
2025
Q4 		$2.25M Buy
85,528
+3,913
+5% +$103K 0.78% 22
2025
Q3 		$2.15M Buy
81,615
+16,388
+25% +$430K 0.79% 23
2025
Q2 		$1.7M Buy
65,227
+27,767
+74% +$720K 0.68% 30
2025
Q1 		$974K Buy
37,460
+3,993
+12% +$104K 0.44% 34
2024
Q4 		$869K Buy
33,467
+13,116
+64% +$343K 0.41% 35
2024
Q3 		$534K Buy
20,351
+11,487
+130% +$300K 0.26% 41
2024
Q2 		$228K Buy
+8,864
New +$228K 0.13% 58

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

Keeler & Nadler Financial Planning & Wealth Management's CGSM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 18% in Q2 2026, buying an estimated $452K and bringing the position to 115,067 shares worth $3.04M. The position accounts for 0.86% of the portfolio, ranked #25.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 115,067 shares of Capital Group Short Duration Municipal Income ETF worth $3.04M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 17,140 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $452K.
  • Capital Group Short Duration Municipal Income ETF made up 0.86% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 104 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.