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

Pillar 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
2024 Q3	–	Sell	-12,915	Closed	-$332K	–	15
2024 Q2	$332K	Sell	12,915 -8,620	-40%	-$222K	0.4%	46
2024 Q1	$554K	Hold	21,535	–	–	0.42%	46
2023 Q4	$556K	Buy	+21,535	New	+$546K	0.43%	47

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Pillar Wealth Advisors's CGSM Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2024, closing a stake of 12,915 shares — an estimated $332K sold.

Pillar Wealth Advisors first reported a position in CGSM in Q4 2023 and held it in 3 quarters. The position peaked at $556K in Q4 2023. 56 funds tracked by Wall St. Rank hold CGSM as of Q3 2024.

Pillar Wealth Advisors reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 12,915 Capital Group Short Duration Municipal Income ETF shares in Q3 2024, an estimated $332K.
Pillar Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and held it in 3 quarters.
Pillar Wealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $556K in Q4 2023.
56 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.