USCWA
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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 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
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 $376B 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 $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return