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Oak Hill Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$700K Buy
26,553
+8,119
+44% +$213K 0.13% 84
2025
Q2 		$481K Sell
18,434
-5,638
-23% -$146K 0.1% 97
2025
Q1 		$626K Buy
24,072
+11,447
+91% +$299K 0.15% 72
2024
Q4 		$328K Buy
+12,625
New +$330K 0.08% 106

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Oak Hill Wealth Advisors's CGSM Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 44% in Q3 2025, buying an estimated $213K and bringing the position to 26,553 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #84.

Oak Hill Wealth Advisors first reported a position in CGSM in Q4 2024 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold CGSM as of Q3 2025.

  • Oak Hill Wealth Advisors held 26,553 shares of Capital Group Short Duration Municipal Income ETF worth $700K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 8,119 Capital Group Short Duration Municipal Income ETF shares in Q3 2025, an estimated $213K.
  • Capital Group Short Duration Municipal Income ETF made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #84 holding.
  • Oak Hill Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.