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

Stifel Financial’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	$2.02M	Buy	76,571 +37,138	+94%	+$979K	﹤0.01%	2069
2026 Q1	$1.04M	Buy	39,433 +24,196	+159%	+$641K	﹤0.01%	2434
2025 Q4	$401K	Buy	15,237 +5,540	+57%	+$146K	﹤0.01%	2980
2025 Q3	$256K	Buy	+9,697	New	+$255K	﹤0.01%	3212

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 22.96% 1-Year Est. Return

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 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

Stifel Financial's CGSM Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 94% in Q2 2026, buying an estimated $979K and bringing the position to 76,571 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Stifel Financial first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Stifel Financial held 76,571 shares of Capital Group Short Duration Municipal Income ETF worth $2.02M as of Q2 2026.
Stifel Financial bought 37,138 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $979K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2069 holding.
Stifel Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.