Steward Partners Investment Advisory’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Steward Partners Investment Advisory’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	$5.04M	Buy	191,624 +12,745	+7%	+$338K	0.03%	513
2025 Q4	$4.71M	Buy	178,879 +17,857	+11%	+$471K	0.03%	489
2025 Q3	$4.24M	Buy	161,022 +67,599	+72%	+$1.78M	0.02%	516
2025 Q2	$2.44M	Buy	+93,423	New	+$2.42M	0.02%	656

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Steward Partners Investment Advisory's CGSM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.1% in Q1 2026, buying an estimated $338K and bringing the position to 191,624 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #513.

Steward Partners Investment Advisory first reported a position in CGSM in Q2 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Steward Partners Investment Advisory held 191,624 shares of Capital Group Short Duration Municipal Income ETF worth $5.04M as of Q1 2026.
Steward Partners Investment Advisory bought 12,745 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $338K.
Capital Group Short Duration Municipal Income ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #513 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.