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WR Wealth Planners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

WR Wealth Planners’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
2024
Q4 		$29.4K Sell
1,133
-1,524
-57% -$39.8K 0.01% 396
2024
Q3 		$69.8K Buy
2,657
+284
+12% +$7.41K 0.02% 296
2024
Q2 		$61.1K Buy
2,373
+849
+56% +$21.8K 0.02% 304
2024
Q1 		$39.2K Buy
+1,524
New +$39.3K 0.01% 366

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $182M AUM 26.04% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WR Wealth Planners's CGSM Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 57% in Q4 2024, selling an estimated $39.8K and leaving 1,133 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #396.

WR Wealth Planners first reported a position in CGSM in Q1 2024 and has held it in 4 quarters since. The position peaked at $69.8K in Q3 2024. 69 funds tracked by Wall St. Rank hold CGSM as of Q4 2024.

  • WR Wealth Planners held 1,133 shares of Capital Group Short Duration Municipal Income ETF worth $29.4K as of Q4 2024.
  • WR Wealth Planners sold 1,524 Capital Group Short Duration Municipal Income ETF shares in Q4 2024, an estimated $39.8K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #396 holding.
  • WR Wealth Planners first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Capital Group Short Duration Municipal Income ETF position peaked at $69.8K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.