UPS
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UHLMANN PRICE SECURITIES’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

UHLMANN PRICE SECURITIES’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 		$483K Sell
18,393
-1,114
-6% -$29.5K 0.03% 132
2025
Q4 		$514K Buy
19,507
+155
+0.8% +$4.09K 0.3% 84
2025
Q3 		$510K Buy
19,352
+3,139
+19% +$82.4K 0.31% 78
2025
Q2 		$423K Buy
16,213
+1,125
+7% +$29.2K 0.3% 80
2025
Q1 		$392K Buy
+15,088
New +$394K 0.29% 89

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 $377B 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 $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UHLMANN PRICE SECURITIES's CGSM Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 5.7% in Q1 2026, selling an estimated $29.5K and leaving 18,393 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #132.

UHLMANN PRICE SECURITIES first reported a position in CGSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • UHLMANN PRICE SECURITIES held 18,393 shares of Capital Group Short Duration Municipal Income ETF worth $483K as of Q1 2026.
  • UHLMANN PRICE SECURITIES sold 1,114 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $29.5K.
  • Capital Group Short Duration Municipal Income ETF made up 0.03% of UHLMANN PRICE SECURITIES's portfolio in Q1 2026, its #132 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • UHLMANN PRICE SECURITIES's Capital Group Short Duration Municipal Income ETF position peaked at $514K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.