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
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 $7.08B AUM 17.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return