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Lakeside Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Lakeside Advisors’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 		$1.19M Buy
45,000
+12,000
+36% +$316K 0.75% 26
2026
Q1 		$867K Buy
33,000
+21,500
+187% +$570K 0.58% 31
2025
Q4 		$303K Buy
11,500
+2,000
+21% +$52.7K 0.19% 55
2025
Q3 		$250K Hold
9,500
– – 0.16% 57
2025
Q2 		$248K Hold
9,500
– – 0.16% 57
2025
Q1 		$247K Buy
+9,500
New +$248K 0.16% 59

Other funds holding CGSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Lakeside Advisors's CGSM Position: Q2 2026 in Review

Lakeside Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 36% in Q2 2026, buying an estimated $316K and bringing the position to 45,000 shares worth $1.19M. The position accounts for 0.75% of the portfolio, ranked #26.

Lakeside Advisors first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Lakeside Advisors held 45,000 shares of Capital Group Short Duration Municipal Income ETF worth $1.19M as of Q2 2026.
  • Lakeside Advisors bought 12,000 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $316K.
  • Capital Group Short Duration Municipal Income ETF made up 0.75% of Lakeside Advisors's portfolio in Q2 2026, its #26 holding.
  • Lakeside Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.