&Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

&Partners’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	$3.2M	Buy	121,339 +3,322	+3%	+$87.5K	0.01%	782
2026 Q1	$3.1M	Buy	118,017 +40,827	+53%	+$1.08M	0.02%	713
2025 Q4	$2.03M	Buy	77,190 +31,210	+68%	+$823K	0.01%	847
2025 Q3	$1.21M	Buy	45,980 +26,150	+132%	+$687K	0.01%	995
2025 Q2	$551K	Buy	+19,830	New	+$515K	﹤0.01%	1308

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

&Partners's CGSM Position: Q2 2026 in Review

&Partners increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 2.8% in Q2 2026, buying an estimated $87.5K and bringing the position to 121,339 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #782.

&Partners first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

&Partners held 121,339 shares of Capital Group Short Duration Municipal Income ETF worth $3.2M as of Q2 2026.
&Partners bought 3,322 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $87.5K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #782 holding.
&Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.