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 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

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

PUREfi Wealth's CGSM Position: Q2 2026 in Review

PUREfi Wealth increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.22% in Q2 2026, buying an estimated $3.9K and bringing the position to 68,308 shares worth $1.8M. The position accounts for 0.99% of the portfolio, ranked #22.

PUREfi Wealth first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q4 2024. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

PUREfi Wealth held 68,308 shares of Capital Group Short Duration Municipal Income ETF worth $1.8M as of Q2 2026.
PUREfi Wealth bought 148 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $3.9K.
Capital Group Short Duration Municipal Income ETF made up 0.99% of PUREfi Wealth's portfolio in Q2 2026, its #22 holding.
PUREfi Wealth first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
PUREfi Wealth's Capital Group Short Duration Municipal Income ETF position peaked at $12.2M in Q4 2024.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.