Smith Thornton Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Smith Thornton 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	$1.58M	Hold	59,890	–	–	0.7%	42
2026 Q1	$1.57M	Hold	59,890	–	–	0.79%	36
2025 Q4	$1.58M	Buy	59,890 +1,000	+2%	+$26.4K	0.8%	37
2025 Q3	$1.55M	Hold	58,890	–	–	0.81%	40
2025 Q2	$1.54M	Buy	58,890 +4,400	+8%	+$114K	0.88%	33
2025 Q1	$1.42M	Buy	54,490 +5,480	+11%	+$143K	0.88%	35
2024 Q4	$1.27M	Hold	49,010	–	–	0.8%	46
2024 Q3	$1.29M	Buy	49,010 +39,285	+404%	+$1.03M	0.85%	43
2024 Q2	$250K	Buy	+9,725	New	+$250K	0.18%	111

Other funds holding CGSM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Smith Thornton Advisors's CGSM Position: Q2 2026 in Review

Smith Thornton Advisors held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 59,890 shares worth $1.58M. The position accounts for 0.7% of the portfolio, ranked #42.

Smith Thornton Advisors first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Smith Thornton Advisors held 59,890 shares of Capital Group Short Duration Municipal Income ETF worth $1.58M as of Q2 2026.
Smith Thornton Advisors left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.7% of Smith Thornton Advisors's portfolio in Q2 2026, its #42 holding.
Smith Thornton Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
17 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.