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
2025 Q3	$387K	Buy
2025 Q2	$353K	Hold
2025 Q1	$352K	Hold
2024 Q4	$352K	Hold
2024 Q3	$356K	Hold
2024 Q2	$349K	Hold
2024 Q1	$348K	Buy