Raymond James Financial
CGSM icon

Raymond James Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Raymond James Financial’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 		$10.4M Buy
395,994
+51,961
+15% +$1.38M ﹤0.01% 1989
2025
Q4 		$9.06M Buy
344,033
+58,554
+21% +$1.54M ﹤0.01% 2053
2025
Q3 		$7.53M Buy
285,479
+180,598
+172% +$4.74M ﹤0.01% 2148
2025
Q2 		$2.74M Buy
104,881
+66,933
+176% +$1.74M ﹤0.01% 2823
2025
Q1 		$987K Buy
37,948
+21,730
+134% +$567K ﹤0.01% 3504
2024
Q4 		$421K Buy
+16,218
New +$424K ﹤0.01% 4002

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial's CGSM Position: Q1 2026 in Review

Raymond James Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 15% in Q1 2026, buying an estimated $1.38M and bringing the position to 395,994 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Raymond James Financial first reported a position in CGSM in Q4 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Raymond James Financial held 395,994 shares of Capital Group Short Duration Municipal Income ETF worth $10.4M as of Q1 2026.
  • Raymond James Financial bought 51,961 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $1.38M.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1989 holding.
  • Raymond James Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.