SW
CGSM icon

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
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
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 $376B 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 $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return