Visionary Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Visionary 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	$773K	Buy	29,424 +2,428	+9%	+$64.3K	0.03%	321
2025 Q4	$711K	Sell	26,996 -243	-0.9%	-$6.41K	0.03%	318
2025 Q3	$718K	Buy	27,239 +18,554	+214%	+$487K	0.03%	329
2025 Q2	$227K	Buy	8,685 +113	+1%	+$2.93K	0.01%	524
2025 Q1	$223K	Buy	+8,572	New	+$224K	0.01%	503

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Visionary Wealth Advisors's CGSM Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 9% in Q1 2026, buying an estimated $64.3K and bringing the position to 29,424 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #321.

Visionary Wealth Advisors first reported a position in CGSM in Q1 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Visionary Wealth Advisors held 29,424 shares of Capital Group Short Duration Municipal Income ETF worth $773K as of Q1 2026.
Visionary Wealth Advisors bought 2,428 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $64.3K.
Capital Group Short Duration Municipal Income ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #321 holding.
Visionary Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.