VA
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Valmark Advisers’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Valmark Advisers’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 		– Sell
-8,091
Closed -$213K – 731
2026
Q1 		$213K Sell
8,091
-53,086
-87% -$1.41M ﹤0.01% 660
2025
Q4 		$1.61M Buy
+61,177
New +$1.61M 0.02% 277

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Valmark Advisers's CGSM Position: Q2 2026 in Review

Valmark Advisers sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 8,091 shares — an estimated $213K sold.

Valmark Advisers first reported a position in CGSM in Q4 2025 and held it in 2 quarters. The position peaked at $1.61M in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Valmark Advisers reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Valmark Advisers sold 8,091 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $213K.
  • Valmark Advisers first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • Valmark Advisers's Capital Group Short Duration Municipal Income ETF position peaked at $1.61M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.