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Transamerica Financial Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Transamerica Financial Advisors’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 		$1.96M Sell
74,295
-13,036
-15% -$344K 0.17% 138
2026
Q1 		$2.3M Buy
87,331
+47,055
+117% +$1.25M 0.2% 119
2025
Q4 		$1.06M Buy
40,276
+4,924
+14% +$130K 0.09% 193
2025
Q3 		$932K Buy
+35,352
New +$928K 0.08% 180

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

Transamerica Financial Advisors's CGSM Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 15% in Q2 2026, selling an estimated $344K and leaving 74,295 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #138.

Transamerica Financial Advisors first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.3M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Transamerica Financial Advisors held 74,295 shares of Capital Group Short Duration Municipal Income ETF worth $1.96M as of Q2 2026.
  • Transamerica Financial Advisors sold 13,036 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $344K.
  • Capital Group Short Duration Municipal Income ETF made up 0.17% of Transamerica Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • Transamerica Financial Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $2.3M in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.