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 Q3	$1.76M	Sell	68,292 -16	-0%	-$419	0.82%	31
2026 Q2	$1.8M	Buy	68,308 +148	+0.2%	+$3.9K	0.99%	22
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return

PUREfi Wealth's CGSM Position: Q3 2026 in Review

PUREfi Wealth reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.02% in Q3 2026, selling an estimated $419 and leaving 68,292 shares worth $1.76M. The position accounts for 0.82% of the portfolio, ranked #31.

PUREfi Wealth first reported a position in CGSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.2M in Q4 2024. 40 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

PUREfi Wealth held 68,292 shares of Capital Group Short Duration Municipal Income ETF worth $1.76M as of Q3 2026.
PUREfi Wealth sold 16 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $419.
Capital Group Short Duration Municipal Income ETF made up 0.82% of PUREfi Wealth's portfolio in Q3 2026, its #31 holding.
PUREfi Wealth first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Capital Group Short Duration Municipal Income ETF position peaked at $12.2M in Q4 2024.
40 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.