Koshinski Asset Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Koshinski Asset 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	$276K	Buy	10,446 +2,275	+28%	+$59.9K	0.01%	648
2026 Q1	$215K	Hold	8,171	–	–	0.01%	689
2025 Q4	$215K	Hold	8,171	–	–	0.01%	667
2025 Q3	$215K	Buy	8,171 +133	+2%	+$3.49K	0.01%	666
2025 Q2	$210K	Buy	+8,038	New	+$209K	0.02%	648

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

Koshinski Asset Management's CGSM Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 28% in Q2 2026, buying an estimated $59.9K and bringing the position to 10,446 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #648.

Koshinski Asset Management first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Koshinski Asset Management held 10,446 shares of Capital Group Short Duration Municipal Income ETF worth $276K as of Q2 2026.
Koshinski Asset Management bought 2,275 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $59.9K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #648 holding.
Koshinski Asset Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.