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

Simplicity Wealth’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	$1.95M	Buy	73,770 +6,809	+10%	+$179K	0.07%	285
2026 Q1	$1.76M	Buy	66,961 +4,957	+8%	+$131K	0.1%	201
2025 Q4	$1.63M	Sell	62,004 -6,806	-10%	-$179K	0.1%	200
2025 Q3	$1.81M	Sell	68,810 -17,398	-20%	-$457K	0.11%	199
2025 Q2	$2.25M	Buy	86,208 +60,439	+235%	+$1.57M	0.09%	201
2025 Q1	$670K	Buy	+25,769	New	+$672K	0.05%	299
2024 Q4	–	Sell	-17,713	Closed	-$465K	–	363
2024 Q3	$465K	Buy	+17,713	New	+$462K	0.04%	306

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Simplicity Wealth's CGSM Position: Q2 2026 in Review

Simplicity Wealth increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 10% in Q2 2026, buying an estimated $179K and bringing the position to 73,770 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #285.

Simplicity Wealth first reported a position in CGSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q2 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Simplicity Wealth held 73,770 shares of Capital Group Short Duration Municipal Income ETF worth $1.95M as of Q2 2026.
Simplicity Wealth bought 6,809 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $179K.
Capital Group Short Duration Municipal Income ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #285 holding.
Simplicity Wealth first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
Simplicity Wealth's Capital Group Short Duration Municipal Income ETF position peaked at $2.25M in Q2 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.