SG
CGSM icon

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

StoneX Group’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 		– Sell
-113,285
Closed -$2.99M – 969
2025
Q4 		$2.99M Buy
113,285
+6,794
+6% +$179K 0.13% 128
2025
Q3 		$2.81M Buy
106,491
+62,269
+141% +$1.64M 0.12% 152
2025
Q2 		$1.15M Buy
+44,222
New +$1.15M 0.06% 290

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

StoneX Group's CGSM Position: Q1 2026 in Review

StoneX Group sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2026, closing a stake of 113,285 shares — an estimated $2.99M sold.

StoneX Group first reported a position in CGSM in Q2 2025 and held it in 3 quarters. The position peaked at $2.99M in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • StoneX Group reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 113,285 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $2.99M.
  • StoneX Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and held it in 3 quarters.
  • StoneX Group's Capital Group Short Duration Municipal Income ETF position peaked at $2.99M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.