Souders Financial Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Souders Financial 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	$971K	Hold	36,786	–	–	0.1%	102
2026 Q1	$967K	Buy	36,786 +7,620	+26%	+$202K	0.11%	96
2025 Q4	$768K	Hold	29,166	–	–	0.09%	105
2025 Q3	$769K	Hold	29,166	–	–	0.09%	104
2025 Q2	$761K	Buy	29,166 +3,866	+15%	+$100K	0.1%	104
2025 Q1	$658K	Buy	25,300 +15,333	+154%	+$400K	0.09%	117
2024 Q4	$259K	Buy	+9,967	New	+$261K	0.04%	159

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 22.9% 1-Year Est. Return

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

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

Souders Financial Advisors's CGSM Position: Q2 2026 in Review

Souders Financial Advisors held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 36,786 shares worth $971K. The position accounts for 0.1% of the portfolio, ranked #102.

Souders Financial Advisors first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Souders Financial Advisors held 36,786 shares of Capital Group Short Duration Municipal Income ETF worth $971K as of Q2 2026.
Souders Financial 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 0.1% of Souders Financial Advisors's portfolio in Q2 2026, its #102 holding.
Souders Financial Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.