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

Vawter Financial’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	$752K	Buy	+28,500	New	+$751K	0.28%	49

Other funds holding CGSM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Integrated Wealthcare Durham, North Carolina $134M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Vawter Financial's CGSM Position: Q2 2026 in Review

Vawter Financial opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 28,500 shares worth $752K. The stake represents 0.28% of the portfolio and ranks #49 among its holdings.

71 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Vawter Financial held 28,500 shares of Capital Group Short Duration Municipal Income ETF worth $752K as of Q2 2026.
Capital Group Short Duration Municipal Income ETF was a new Vawter Financial position in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.28% of Vawter Financial's portfolio in Q2 2026, its #49 holding.
71 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.