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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$353K Hold
13,550
– – 0.01% 678
2025
Q1 		$352K Hold
13,550
– – 0.01% 660
2024
Q4 		$352K Hold
13,550
– – 0.01% 646
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 +$348K 0.01% 535