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

Sard Wealth Management Group’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 		$347K Buy
+13,203
New +$350K 0.19% 43

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 $374B AUM 17.66% 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

Sard Wealth Management Group's CGSM Position: Q1 2026 in Review

Sard Wealth Management Group opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2026: 13,203 shares worth $347K. The stake represents 0.19% of the portfolio and ranks #43 among its holdings.

148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Sard Wealth Management Group held 13,203 shares of Capital Group Short Duration Municipal Income ETF worth $347K as of Q1 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Sard Wealth Management Group position in Q1 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.19% of Sard Wealth Management Group's portfolio in Q1 2026, its #43 holding.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.