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

Sunrise Financial Services’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 		$1.11M Buy
41,967
+6,406
+18% +$169K 0.66% 24
2026
Q1 		$935K Sell
35,561
-1,717
-5% -$45.5K 0.66% 26
2025
Q4 		$982K Buy
+37,278
New +$983K 0.74% 21

Other funds holding CGSM

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

Sunrise Financial Services's CGSM Position: Q2 2026 in Review

Sunrise Financial Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 18% in Q2 2026, buying an estimated $169K and bringing the position to 41,967 shares worth $1.11M. The position accounts for 0.66% of the portfolio, ranked #24.

Sunrise Financial Services first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Sunrise Financial Services held 41,967 shares of Capital Group Short Duration Municipal Income ETF worth $1.11M as of Q2 2026.
  • Sunrise Financial Services bought 6,406 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $169K.
  • Capital Group Short Duration Municipal Income ETF made up 0.66% of Sunrise Financial Services's portfolio in Q2 2026, its #24 holding.
  • Sunrise Financial Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

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