Wealth Enhancement Advisory Services
CGSM icon

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
Q3 		$6.87M Buy
266,980
+72,123
+37% +$1.89M 0.01% 911
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGSM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 37% in Q3 2026, buying an estimated $1.89M and bringing the position to 266,980 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #911.

Wealth Enhancement Advisory Services first reported a position in CGSM in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 266,980 shares of Capital Group Short Duration Municipal Income ETF worth $6.87M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 72,123 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $1.89M.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #911 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 10 quarters since.
  • 14 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.