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Perspective Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Perspective Wealth Advisors’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 		$524K Buy
+19,857
New +$523K 0.29% 50

Other funds holding CGSM

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

Perspective Wealth Advisors's CGSM Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 19,857 shares worth $524K. The stake represents 0.29% of the portfolio and ranks #50 among its holdings.

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

  • Perspective Wealth Advisors held 19,857 shares of Capital Group Short Duration Municipal Income ETF worth $524K as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Perspective Wealth Advisors position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.29% of Perspective Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.