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Orion Portfolio Solutions’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.28M Buy
87,838
+4,778
+6% +$125K 0.02% 641
2024
Q4 		$2.16M Buy
83,060
+9,065
+12% +$237K 0.02% 658
2024
Q3 		$1.94M Buy
+73,995
New +$1.93M 0.02% 704

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PW
PUREfi Wealth Boston, Massachusetts $182M AUM 26.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Orion Portfolio Solutions's CGSM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 5.8% in Q1 2025, buying an estimated $125K and bringing the position to 87,838 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #641.

Orion Portfolio Solutions first reported a position in CGSM in Q3 2024 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold CGSM as of Q1 2025.

  • Orion Portfolio Solutions held 87,838 shares of Capital Group Short Duration Municipal Income ETF worth $2.28M as of Q1 2025.
  • Orion Portfolio Solutions bought 4,778 Capital Group Short Duration Municipal Income ETF shares in Q1 2025, an estimated $125K.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #641 holding.
  • Orion Portfolio Solutions first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.