Wealth Enhancement Advisory Services
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.1M Sell
157,096
-2,391
-1% -$62.4K 0.01% 987
2025
Q1 		$4.15M Buy
159,487
+3,670
+2% +$95.5K 0.01% 900
2024
Q4 		$4.05M Buy
155,817
+97,611
+168% +$2.53M 0.01% 879
2024
Q3 		$1.53M Buy
58,206
+8,000
+16% +$210K ﹤0.01% 1184
2024
Q2 		$1.29M Buy
+50,206
New +$1.29M ﹤0.01% 1163