Advisornet Financial’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Advisornet Financial’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35K	Buy	1,359 +73	+6%	+$1.9K	﹤0.01%	1175
2025 Q4	$33.4K	Buy	1,286 +506	+65%	+$13.2K	﹤0.01%	1188
2025 Q3	$20.3K	Hold	780	–	–	﹤0.01%	1299
2025 Q2	$20.2K	Hold	780	–	–	﹤0.01%	1262
2025 Q1	$20.1K	Hold	780	–	–	﹤0.01%	1188
2024 Q4	$20K	Hold	780	–	–	﹤0.01%	1137
2024 Q3	$20.2K	Hold	780	–	–	﹤0.01%	1191
2024 Q2	$19.8K	Buy	+780	New	+$19.8K	﹤0.01%	1095

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Advisornet Financial's CGSD Position: Q1 2026 in Review

Advisornet Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.7% in Q1 2026, buying an estimated $1.9K and bringing the position to 1,359 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Advisornet Financial first reported a position in CGSD in Q2 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Advisornet Financial held 1,359 shares of Capital Group Short Duration Income ETF worth $35K as of Q1 2026.
Advisornet Financial bought 73 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.9K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1175 holding.
Advisornet Financial first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.