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Synergy Investment Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Synergy Investment 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
Q1 		$160K Buy
+6,080
New +$161K 0.05% 158

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Envestnet Asset Management
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LPL Financial
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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

Synergy Investment Management's CGSM Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2026: 6,080 shares worth $160K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings.

148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Synergy Investment Management held 6,080 shares of Capital Group Short Duration Municipal Income ETF worth $160K as of Q1 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Synergy Investment Management position in Q1 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.05% of Synergy Investment Management's portfolio in Q1 2026, its #158 holding.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.