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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
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 $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Tower Research Capital (TRC)'s CGSM Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2026, closing a stake of 594 shares — an estimated $15.6K sold.

Tower Research Capital (TRC) first reported a position in CGSM in Q2 2025 and held it in 2 quarters. The position peaked at $15.6K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 594 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $15.6K.
  • Tower Research Capital (TRC) first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s Capital Group Short Duration Municipal Income ETF position peaked at $15.6K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.