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 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

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

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

Peterson Wealth Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.9% in Q2 2026, selling an estimated $43.5K and leaving 19,311 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #68.

Peterson Wealth Advisors first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $630K in Q3 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Peterson Wealth Advisors held 19,311 shares of Capital Group Short Duration Municipal Income ETF worth $510K as of Q2 2026.
Peterson Wealth Advisors sold 1,649 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $43.5K.
Capital Group Short Duration Municipal Income ETF made up 0.06% of Peterson Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Peterson Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Peterson Wealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $630K in Q3 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.