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Patriot Financial Group Insurance Agency’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-8,814
Closed -$232K – 519
2026
Q1 		$232K Buy
+8,814
New +$234K 0.01% 632

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Patriot Financial Group Insurance Agency's CGSM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 8,814 shares — an estimated $232K sold.

Patriot Financial Group Insurance Agency first reported a position in CGSM in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 102 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,814 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $232K.
  • Patriot Financial Group Insurance Agency first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Capital Group Short Duration Municipal Income ETF position peaked at $232K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.