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

Sovran 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 		– Sell
-7,973
Closed -$210K – 620
2026
Q1 		$210K Buy
+7,973
New +$211K 0.02% 551

Other funds holding CGSM

Capital International Investors
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sovran Advisors's CGSM Position: Q2 2026 in Review

Sovran Advisors sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 7,973 shares — an estimated $210K sold.

Sovran Advisors first reported a position in CGSM in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Sovran Advisors reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sovran Advisors sold 7,973 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $210K.
  • Sovran Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Sovran Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $210K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.