Wedbush Securities’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Wedbush Securities’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	$646K	Sell	24,481 -24,292	-50%	-$640K	0.02%	630
2026 Q1	$1.28M	Buy	48,773 +9,864	+25%	+$261K	0.04%	377
2025 Q4	$1.02M	Buy	38,909 +653	+2%	+$17.2K	0.03%	445
2025 Q3	$1.01M	Buy	38,256 +5,621	+17%	+$148K	0.03%	425
2025 Q2	$851K	Buy	32,635 +516	+2%	+$13.4K	0.03%	462
2025 Q1	$835K	Buy	32,119 +584	+2%	+$15.2K	0.03%	438
2024 Q4	$819K	Buy	31,535 +16,988	+117%	+$444K	0.03%	439
2024 Q3	$382K	Buy	+14,547	New	+$380K	0.01%	707

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

Wedbush Securities's CGSM Position: Q2 2026 in Review

Wedbush Securities reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 50% in Q2 2026, selling an estimated $640K and leaving 24,481 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #630.

Wedbush Securities first reported a position in CGSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Wedbush Securities held 24,481 shares of Capital Group Short Duration Municipal Income ETF worth $646K as of Q2 2026.
Wedbush Securities sold 24,292 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $640K.
Capital Group Short Duration Municipal Income ETF made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #630 holding.
Wedbush Securities first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Wedbush Securities's Capital Group Short Duration Municipal Income ETF position peaked at $1.28M in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.