UBS Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

UBS Group’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	$18.5K	Sell	700 -2,014	-74%	-$53.1K	﹤0.01%	8204
2026 Q1	$71.3K	Buy	+2,714	New	+$71.9K	﹤0.01%	7176
2025 Q1	–	Sell	-150	Closed	-$3.9K	–	10269
2024 Q4	$3.9K	Buy	+150	New	+$3.92K	﹤0.01%	8816
2024 Q2	–	Sell	-1	Closed	-$26	–	9575
2024 Q1	$26	Sell	1 -173	-99%	-$4.46K	﹤0.01%	9004
2023 Q4	$4.5K	Buy	+174	New	+$4.42K	﹤0.01%	7857

Other funds holding CGSM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

CGPCS

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

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

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

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

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

UBS Group's CGSM Position: Q2 2026 in Review

UBS Group reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 74% in Q2 2026, selling an estimated $53.1K and leaving 700 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #8204.

UBS Group first reported a position in CGSM in Q4 2023 and has held it in 5 quarters since. The position peaked at $71.3K in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

UBS Group held 700 shares of Capital Group Short Duration Municipal Income ETF worth $18.5K as of Q2 2026.
UBS Group sold 2,014 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $53.1K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8204 holding.
UBS Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and has held it in 5 quarters since.
UBS Group's Capital Group Short Duration Municipal Income ETF position peaked at $71.3K in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.