Signature Estate & Investment Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Signature Estate & Investment Advisors’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	$752K	Buy	28,506 +73	+0.3%	+$1.92K	0.01%	355
2026 Q1	$747K	Buy	+28,433	New	+$753K	0.02%	336

Other funds holding CGSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BWA

Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Integrated Wealthcare Durham, North Carolina $134M AUM

Signature Estate & Investment Advisors's CGSM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.26% in Q2 2026, buying an estimated $1.92K and bringing the position to 28,506 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #355.

Signature Estate & Investment Advisors first reported a position in CGSM in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Signature Estate & Investment Advisors held 28,506 shares of Capital Group Short Duration Municipal Income ETF worth $752K as of Q2 2026.
Signature Estate & Investment Advisors bought 73 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.92K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #355 holding.
Signature Estate & Investment Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
103 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.