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

SFG Wealth Management’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 		– Sell
-32,377
Closed -$851K – 117
2026
Q1 		$851K Buy
+32,377
New +$858K 0.35% 46

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Morgan Stanley
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Envestnet Asset Management
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LPL Financial
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CGPCS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SFG Wealth Management's CGSM Position: Q2 2026 in Review

SFG Wealth Management sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 32,377 shares — an estimated $851K sold.

SFG Wealth Management first reported a position in CGSM in Q1 2026 and held it in 1 quarter. The position peaked at $851K in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • SFG Wealth Management reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • SFG Wealth Management sold 32,377 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $851K.
  • SFG Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • SFG Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $851K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.