Advisory Services Network’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Advisory Services Network’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	$549K	Buy	+21,292	New	+$554K	0.01%	1225
2025 Q4	–	Sell	-4,555	Closed	-$118K	–	2228
2025 Q3	$118K	Buy	+4,555	New	+$118K	﹤0.01%	1979
2024 Q1	–	Sell	-1,500	Closed	-$38.2K	–	1822
2023 Q4	$38.2K	Buy	+1,500	New	+$37.8K	﹤0.01%	2158

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

Advisory Services Network's CGSD Position: Q1 2026 in Review

Advisory Services Network opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 21,292 shares worth $549K. The stake represents 0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CGSD as recently as Q3 2025.

Advisory Services Network first reported a position in CGSD in Q4 2023 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Advisory Services Network held 21,292 shares of Capital Group Short Duration Income ETF worth $549K as of Q1 2026.
Capital Group Short Duration Income ETF was a new Advisory Services Network position in Q1 2026.
Capital Group Short Duration Income ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1225 holding.
Advisory Services Network first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.