AWM
CGSD icon

AE Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-9,687
Closed -$250K – 2686
2026
Q1 		$250K Buy
+9,687
New +$252K ﹤0.01% 1488

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's CGSD Position: Q2 2026 in Review

AE Wealth Management sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 9,687 shares — an estimated $250K sold.

AE Wealth Management first reported a position in CGSD in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • AE Wealth Management reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 9,687 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $250K.
  • AE Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Capital Group Short Duration Income ETF position peaked at $250K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.