21,231 Capital Group Short Duration Municipal Income ETF $CGSM Shares Acquired by Sunrise Financial Services LLC

Posted by Stanley Muller on Oct 22nd, 2026

Sunrise Financial Services LLC increased its stake in shares of Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM – Free Report) by 50.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 63,198 shares of the company’s stock after acquiring an additional 21,231 shares during the period. Capital Group Short Duration Municipal Income ETF comprises approximately 0.9% of Sunrise Financial Services LLC’s investment portfolio, making the stock its 23rd largest holding. Sunrise Financial Services LLC owned 0.10% of Capital Group Short Duration Municipal Income ETF worth $1,625,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Envestnet Asset Management Inc. grew its stake in Capital Group Short Duration Municipal Income ETF by 7.6% in the second quarter. Envestnet Asset Management Inc. now owns 3,150,448 shares of the company’s stock valued at $83,125,000 after purchasing an additional 221,888 shares in the last quarter. Cetera Investment Advisers increased its position in shares of Capital Group Short Duration Municipal Income ETF by 41.1% during the 1st quarter. Cetera Investment Advisers now owns 989,257 shares of the company’s stock worth $25,998,000 after purchasing an additional 288,245 shares during the last quarter. Royal Bank of Canada increased its position in shares of Capital Group Short Duration Municipal Income ETF by 85.2% during the 1st quarter. Royal Bank of Canada now owns 326,116 shares of the company’s stock worth $8,570,000 after purchasing an additional 150,064 shares during the last quarter. Kestra Advisory Services LLC raised its stake in shares of Capital Group Short Duration Municipal Income ETF by 251.2% during the 1st quarter. Kestra Advisory Services LLC now owns 310,024 shares of the company’s stock worth $8,147,000 after purchasing an additional 221,749 shares in the last quarter. Finally, Financial Connections Group Inc. raised its stake in shares of Capital Group Short Duration Municipal Income ETF by 7.8% during the 1st quarter. Financial Connections Group Inc. now owns 190,872 shares of the company’s stock worth $5,016,000 after purchasing an additional 13,758 shares in the last quarter.

Capital Group Short Duration Municipal Income ETF Trading Up 0.0%

Shares of Capital Group Short Duration Municipal Income ETF stock opened at $26.00 on Thursday. Capital Group Short Duration Municipal Income ETF has a 12-month low of $25.59 and a 12-month high of $26.68. The business’s 50 day moving average is $26.04 and its 200-day moving average is $26.23.

Capital Group Short Duration Municipal Income ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Wednesday, September 30th. Investors of record on Tuesday, September 29th were issued a dividend of $0.0640 per share. The ex-dividend date was Tuesday, September 29th. This is a positive change from Capital Group Short Duration Municipal Income ETF’s previous monthly dividend of $0.0580. This represents a $0.77 dividend on an annualized basis and a yield of 3.0%.

Capital Group Short Duration Municipal Income ETF Company Profile

(Free Report)

The Capital Group Short Duration Municipal Income ETF (CGSM) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund actively manages a portfolio of US municipal bonds exempt from regular federal income tax. The portfolio is mostly comprised of investment grade debts and the average portfolio duration is expected to be one year. CGSM was launched on Sep 26, 2023 and is issued by Capital Group.