Prospera Financial Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Prospera Financial Services’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	$3.72M	Buy	141,078 +115,824	+459%	+$3.05M	0.05%	358
2026 Q1	$664K	Hold	25,254	–	–	0.01%	888
2025 Q4	$665K	Hold	25,254	–	–	0.01%	830
2025 Q3	$666K	Hold	25,254	–	–	0.01%	832
2025 Q2	$659K	Hold	25,254	–	–	0.01%	811
2025 Q1	$657K	Buy	+25,254	New	+$659K	0.02%	688

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

Prospera Financial Services's CGSM Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 459% in Q2 2026, buying an estimated $3.05M and bringing the position to 141,078 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #358.

Prospera Financial Services first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Prospera Financial Services held 141,078 shares of Capital Group Short Duration Municipal Income ETF worth $3.72M as of Q2 2026.
Prospera Financial Services bought 115,824 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $3.05M.
Capital Group Short Duration Municipal Income ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #358 holding.
Prospera Financial Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.