LPL Financial
CGSM icon

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial's CGSM Position: Q1 2026 in Review

LPL Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 38% in Q1 2026, buying an estimated $16M and bringing the position to 2,191,408 shares worth $57.6M. The position accounts for 0.02% of the portfolio, ranked #850.

LPL Financial first reported a position in CGSM in Q3 2024 and has held it in 7 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • LPL Financial held 2,191,408 shares of Capital Group Short Duration Municipal Income ETF worth $57.6M as of Q1 2026.
  • LPL Financial bought 602,132 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $16M.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #850 holding.
  • LPL Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.