SSWM
CGSM icon

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

Sheets Smith 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
Q3 		$324K Buy
+12,600
New +$330K 0.03% 334

Other funds holding CGSM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
SWMG
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Sheets Smith Wealth Management's CGSM Position: Q3 2026 in Review

Sheets Smith Wealth Management opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026: 12,600 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #334 among its holdings.

25 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Sheets Smith Wealth Management held 12,600 shares of Capital Group Short Duration Municipal Income ETF worth $324K as of Q3 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Sheets Smith Wealth Management position in Q3 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #334 holding.
  • 25 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.