PWA
CGSM icon

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

Peterson 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
Q3 		$460K Sell
17,901
-1,410
-7% -$37K 0.05% 69
2026
Q2 		$510K Sell
19,311
-1,649
-8% -$43.5K 0.06% 68
2026
Q1 		$551K Sell
20,960
-1,996
-9% -$52.9K 0.07% 61
2025
Q4 		$605K Sell
22,956
-946
-4% -$24.9K 0.08% 59
2025
Q3 		$630K Buy
23,902
+12,893
+117% +$339K 0.09% 58
2025
Q2 		$287K Sell
11,009
-1,178
-10% -$30.6K 0.05% 84
2025
Q1 		$316K Buy
12,187
+414
+4% +$10.8K 0.06% 72
2024
Q4 		$306K Buy
11,773
+999
+9% +$26.1K 0.06% 70
2024
Q3 		$283K Buy
10,774
+679
+7% +$17.7K 0.05% 69
2024
Q2 		$260K Buy
+10,095
New +$259K 0.05% 68

Other funds holding CGSM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Peterson Wealth Advisors's CGSM Position: Q3 2026 in Review

Peterson Wealth Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.3% in Q3 2026, selling an estimated $37K and leaving 17,901 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #69.

Peterson Wealth Advisors first reported a position in CGSM in Q2 2024 and has held it in 10 quarters since. The position peaked at $630K in Q3 2025. 16 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Peterson Wealth Advisors held 17,901 shares of Capital Group Short Duration Municipal Income ETF worth $460K as of Q3 2026.
  • Peterson Wealth Advisors sold 1,410 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $37K.
  • Capital Group Short Duration Municipal Income ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Peterson Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 10 quarters since.
  • Peterson Wealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $630K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.