Royal Bank of Canada
CGSM icon

Royal Bank of Canada’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Royal Bank of Canada’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 		$8.57M Buy
326,116
+150,064
+85% +$3.98M ﹤0.01% 2020
2025
Q4 		$4.64M Buy
176,052
+2,145
+1% +$56.6K ﹤0.01% 2480
2025
Q3 		$4.58M Buy
173,907
+42,640
+32% +$1.12M ﹤0.01% 2746
2025
Q2 		$3.42M Sell
131,267
-7,863
-6% -$204K ﹤0.01% 2883
2025
Q1 		$3.62M Buy
139,130
+33,367
+32% +$870K ﹤0.01% 2519
2024
Q4 		$2.75M Sell
105,763
-6,695
-6% -$175K ﹤0.01% 2794
2024
Q3 		$2.95M Buy
112,458
+101,084
+889% +$2.64M ﹤0.01% 2711
2024
Q2 		$293K Buy
11,374
+8,176
+256% +$210K ﹤0.01% 4444
2024
Q1 		$82K Sell
3,198
-6,377
-67% -$164K ﹤0.01% 5290
2023
Q4 		$247K Sell
9,575
-2,966
-24% -$75.3K ﹤0.01% 4920
2023
Q3 		$314K Buy
+12,541
New +$314K ﹤0.01% 4408

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 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada's CGSM Position: Q1 2026 in Review

Royal Bank of Canada increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 85% in Q1 2026, buying an estimated $3.98M and bringing the position to 326,116 shares worth $8.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Royal Bank of Canada first reported a position in CGSM in Q3 2023 and has held it in 11 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Royal Bank of Canada held 326,116 shares of Capital Group Short Duration Municipal Income ETF worth $8.57M as of Q1 2026.
  • Royal Bank of Canada bought 150,064 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $3.98M.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2020 holding.
  • Royal Bank of Canada first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.