SMAM
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Sugar Maple Asset Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Sugar Maple Asset Management’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
Q3 		– Sell
-15,291
Closed -$403K – 90
2026
Q2 		$403K Buy
15,291
+3,887
+34% +$102K 0.26% 58
2026
Q1 		$300K Buy
+11,404
New +$302K 0.18% 70

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WSA
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HTWM
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AA
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SEIA
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DC
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PWA
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FPF
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FHC
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Sugar Maple Asset Management's CGSM Position: Q3 2026 in Review

Sugar Maple Asset Management sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026, closing a stake of 15,291 shares — an estimated $403K sold.

Sugar Maple Asset Management first reported a position in CGSM in Q1 2026 and held it in 2 quarters. The position peaked at $403K in Q2 2026. 16 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Sugar Maple Asset Management reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
  • Sugar Maple Asset Management sold 15,291 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $403K.
  • Sugar Maple Asset Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and held it in 2 quarters.
  • Sugar Maple Asset Management's Capital Group Short Duration Municipal Income ETF position peaked at $403K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.