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 Q2	$1.14M	Buy	43,213 +13,738	+47%	+$362K	0.01%	797
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 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

Stratos Wealth Partners's CGSM Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 47% in Q2 2026, buying an estimated $362K and bringing the position to 43,213 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #797.

Stratos Wealth Partners 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.

Stratos Wealth Partners held 43,213 shares of Capital Group Short Duration Municipal Income ETF worth $1.14M as of Q2 2026.
Stratos Wealth Partners bought 13,738 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $362K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #797 holding.
Stratos Wealth Partners 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 Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.