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

Latitude 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	$265K	Buy	+10,060	New	+$265K	0.11%	208

Other funds holding CGSM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Integrated Wealthcare Durham, North Carolina $134M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Latitude Advisors's CGSM Position: Q2 2026 in Review

Latitude Advisors opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 10,060 shares worth $265K. The stake represents 0.11% of the portfolio and ranks #208 among its holdings.

73 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Latitude Advisors held 10,060 shares of Capital Group Short Duration Municipal Income ETF worth $265K as of Q2 2026.
Capital Group Short Duration Municipal Income ETF was a new Latitude Advisors position in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #208 holding.
73 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.