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Tower Research Capital (TRC)’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Tower Research Capital (TRC)’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 		$1.39M Buy
+52,507
New +$1.38M 0.03% 481
2026
Q1 		– Sell
-594
Closed -$15.6K – 5163
2025
Q4 		$15.6K Buy
+594
New +$15.7K ﹤0.01% 3282
2025
Q3 		– Sell
-550
Closed -$14.3K – 5253
2025
Q2 		$14.3K Buy
+550
New +$14.3K ﹤0.01% 3837

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 22.9% 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

Tower Research Capital (TRC)'s CGSM Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 52,507 shares worth $1.39M. The stake represents 0.03% of the portfolio and ranks #481 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in CGSM as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in CGSM in Q2 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Tower Research Capital (TRC) held 52,507 shares of Capital Group Short Duration Municipal Income ETF worth $1.39M as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.03% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #481 holding.
  • Tower Research Capital (TRC) first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 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 Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.