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Occidental Asset Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Occidental Asset Management’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 		$237K Buy
+9,000
New +$237K 0.02% 280

Other funds holding CGSM

Capital International Investors
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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

Occidental Asset Management's CGSM Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 9,000 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #280 among its holdings.

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

  • Occidental Asset Management held 9,000 shares of Capital Group Short Duration Municipal Income ETF worth $237K as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Occidental Asset Management position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #280 holding.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.