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

PUREfi Wealth’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 Q1	$1.79M	Sell	68,160 -29,952	-31%	-$794K	1.17%	19
2025 Q4	$2.58M	Buy	98,112 +206	+0.2%	+$5.43K	1.98%	9
2025 Q3	$2.58M	Sell	97,906 -333,583	-77%	-$8.76M	1.99%	9
2025 Q2	$11.3M	Sell	431,489 -28,533	-6%	-$740K	9%	1
2025 Q1	$12M	Sell	460,022 -9,912	-2%	-$259K	11.97%	1
2024 Q4	$12.2M	Buy	+469,934	New	+$12.3M	11.94%	1

Other funds holding CGSM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PUREfi Wealth's CGSM Position: Q1 2026 in Review

PUREfi Wealth reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 31% in Q1 2026, selling an estimated $794K and leaving 68,160 shares worth $1.79M. The position accounts for 1.17% of the portfolio, ranked #19.

PUREfi Wealth first reported a position in CGSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2024. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

PUREfi Wealth held 68,160 shares of Capital Group Short Duration Municipal Income ETF worth $1.79M as of Q1 2026.
PUREfi Wealth sold 29,952 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $794K.
Capital Group Short Duration Municipal Income ETF made up 1.17% of PUREfi Wealth's portfolio in Q1 2026, its #19 holding.
PUREfi Wealth first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
PUREfi Wealth's Capital Group Short Duration Municipal Income ETF position peaked at $12.2M in Q4 2024.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.