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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$2.28M	Buy	87,838 +4,778	+6%	+$124K	0.02%	641
2024 Q4	$2.16M	Buy	83,060 +9,065	+12%	+$235K	0.02%	658
2024 Q3	$1.94M	Buy	+73,995	New	+$1.94M	0.02%	704