MML Investors Services
CGSM icon

MML Investors Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

MML Investors Services’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 		$11.7M Buy
443,224
+94,487
+27% +$2.49M 0.02% 583
2026
Q1 		$9.16M Sell
348,737
-37,970
-10% -$1.01M 0.03% 569
2025
Q4 		$10.2M Buy
386,707
+36,966
+11% +$975K 0.02% 583
2025
Q3 		$9.22M Buy
349,741
+56,082
+19% +$1.47M 0.02% 579
2025
Q2 		$7.66M Buy
293,659
+58,276
+25% +$1.51M 0.02% 625
2025
Q1 		$6.12M Buy
235,383
+15,375
+7% +$401K 0.02% 656
2024
Q4 		$5.71M Buy
220,008
+26,119
+13% +$683K 0.02% 649
2024
Q3 		$5.09M Buy
+193,889
New +$5.06M 0.02% 676

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MML Investors Services's CGSM Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 27% in Q2 2026, buying an estimated $2.49M and bringing the position to 443,224 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #583.

MML Investors Services 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.

  • MML Investors Services held 443,224 shares of Capital Group Short Duration Municipal Income ETF worth $11.7M as of Q2 2026.
  • MML Investors Services bought 94,487 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.49M.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #583 holding.
  • MML Investors Services 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 MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.