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Principal Securities’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Principal Securities’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 		$5.12M Buy
194,070
+5,375
+3% +$142K 0.06% 280
2026
Q1 		$4.96M Buy
188,695
+17,131
+10% +$454K 0.07% 262
2025
Q4 		$4.52M Buy
171,564
+73,179
+74% +$1.93M 0.07% 262
2025
Q3 		$2.59M Buy
98,385
+26,816
+37% +$704K 0.04% 378
2025
Q2 		$1.87M Buy
71,569
+19,519
+38% +$506K 0.04% 437
2025
Q1 		$1.35M Hold
52,050
– – 0.03% 458
2024
Q4 		$1.35M Buy
52,050
+1,016
+2% +$26.6K 0.03% 457
2024
Q3 		$1.34M Buy
+51,034
New +$1.33M 0.03% 452

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

Principal Securities's CGSM Position: Q2 2026 in Review

Principal Securities increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 2.8% in Q2 2026, buying an estimated $142K and bringing the position to 194,070 shares worth $5.12M. The position accounts for 0.06% of the portfolio, ranked #280.

Principal Securities first reported a position in CGSM in Q3 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Principal Securities held 194,070 shares of Capital Group Short Duration Municipal Income ETF worth $5.12M as of Q2 2026.
  • Principal Securities bought 5,375 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $142K.
  • Capital Group Short Duration Municipal Income ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #280 holding.
  • Principal Securities first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.