U.S. Capital Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

U.S. Capital Wealth 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 Q1	$874K	Hold	33,275	–	–	0.02%	547
2025 Q4	$876K	Buy	33,275 +18,595	+127%	+$490K	0.02%	527
2025 Q3	$387K	Buy	14,680 +1,130	+8%	+$29.7K	0.01%	695
2025 Q2	$353K	Hold	13,550	–	–	0.01%	679
2025 Q1	$352K	Hold	13,550	–	–	0.01%	661
2024 Q4	$352K	Hold	13,550	–	–	0.01%	647
2024 Q3	$356K	Hold	13,550	–	–	0.01%	550
2024 Q2	$349K	Hold	13,550	–	–	0.01%	539
2024 Q1	$348K	Buy	+13,550	New	+$349K	0.01%	535

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGSM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q1 2026 at 33,275 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #547.

U.S. Capital Wealth Advisors first reported a position in CGSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $876K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

U.S. Capital Wealth Advisors held 33,275 shares of Capital Group Short Duration Municipal Income ETF worth $874K as of Q1 2026.
U.S. Capital Wealth Advisors left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q1 2026.
Capital Group Short Duration Municipal Income ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #547 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $876K in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.