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Stratos Wealth Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Stratos Wealth Partners’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 		$775K Buy
29,475
+4,000
+16% +$106K 0.01% 897
2025
Q4 		$671K Buy
25,475
+3,795
+18% +$100K 0.01% 920
2025
Q3 		$571K Buy
+21,680
New +$569K 0.01% 963

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stratos Wealth Partners's CGSM Position: Q1 2026 in Review

Stratos Wealth Partners increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 16% in Q1 2026, buying an estimated $106K and bringing the position to 29,475 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #897.

Stratos Wealth Partners first reported a position in CGSM in Q3 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Stratos Wealth Partners held 29,475 shares of Capital Group Short Duration Municipal Income ETF worth $775K as of Q1 2026.
  • Stratos Wealth Partners bought 4,000 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $106K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #897 holding.
  • Stratos Wealth Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.