LPL Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

LPL Financial’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	$71.5M	Buy	2,710,268 +518,860	+24%	+$13.7M	0.02%	846
2026 Q1	$57.6M	Buy	2,191,408 +602,132	+38%	+$16M	0.02%	850
2025 Q4	$41.9M	Buy	1,589,276 +320,323	+25%	+$8.45M	0.01%	964
2025 Q3	$33.4M	Buy	1,268,953 +296,437	+30%	+$7.79M	0.01%	1047
2025 Q2	$25.4M	Buy	972,516 +171,075	+21%	+$4.44M	0.01%	1105
2025 Q1	$20.8M	Buy	801,441 +174,825	+28%	+$4.56M	0.01%	1130
2024 Q4	$16.3M	Buy	626,616 +520,202	+489%	+$13.6M	0.01%	1207
2024 Q3	$2.79M	Buy	+106,414	New	+$2.78M	﹤0.01%	2428

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's CGSM Position: Q2 2026 in Review

LPL Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 24% in Q2 2026, buying an estimated $13.7M and bringing the position to 2,710,268 shares worth $71.5M. The position accounts for 0.02% of the portfolio, ranked #846.

LPL Financial 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.

LPL Financial held 2,710,268 shares of Capital Group Short Duration Municipal Income ETF worth $71.5M as of Q2 2026.
LPL Financial bought 518,860 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $13.7M.
Capital Group Short Duration Municipal Income ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #846 holding.
LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.