Wealth Enhancement Advisory Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Wealth Enhancement Advisory Services’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	$5.14M	Sell	194,857 -7,593	-4%	-$200K	0.01%	988
2026 Q1	$5.33M	Buy	202,450 +38,155	+23%	+$1.01M	0.01%	874
2025 Q4	$4.34M	Buy	164,295 +10,800	+7%	+$285K	0.01%	1086
2025 Q3	$4.05M	Sell	153,495 -3,601	-2%	-$94.6K	0.01%	1054
2025 Q2	$4.1M	Sell	157,096 -2,391	-1%	-$62K	0.01%	989
2025 Q1	$4.15M	Buy	159,487 +3,670	+2%	+$95.7K	0.01%	901
2024 Q4	$4.05M	Buy	155,817 +97,611	+168%	+$2.55M	0.01%	880
2024 Q3	$1.53M	Buy	58,206 +8,000	+16%	+$209K	﹤0.01%	1187
2024 Q2	$1.29M	Buy	+50,206	New	+$1.29M	﹤0.01%	1163

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

Wealth Enhancement Advisory Services's CGSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 3.8% in Q2 2026, selling an estimated $200K and leaving 194,857 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #988.

Wealth Enhancement Advisory Services first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.33M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Wealth Enhancement Advisory Services held 194,857 shares of Capital Group Short Duration Municipal Income ETF worth $5.14M as of Q2 2026.
Wealth Enhancement Advisory Services sold 7,593 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $200K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #988 holding.
Wealth Enhancement Advisory Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Capital Group Short Duration Municipal Income ETF position peaked at $5.33M in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.