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

Allworth 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 Q2	$159K	Buy	6,168 +19	+0.3%	+$491	﹤0.01%	1643
2026 Q1	$159K	Sell	6,149 -3,311	-35%	-$86.1K	﹤0.01%	1540
2025 Q4	$246K	Buy	9,460 +51	+0.5%	+$1.33K	﹤0.01%	1241
2025 Q3	$244K	Sell	9,409 -327	-3%	-$8.5K	﹤0.01%	1198
2025 Q2	$253K	Sell	9,736 -187	-2%	-$4.83K	﹤0.01%	1085
2025 Q1	$257K	Sell	9,923 -6,059	-38%	-$156K	﹤0.01%	873
2024 Q4	$411K	Sell	15,982 -2,207	-12%	-$56.8K	﹤0.01%	738
2024 Q3	$471K	Sell	18,189 -113	-0.6%	-$2.91K	﹤0.01%	587
2024 Q2	$468K	Buy	18,302 +7,224	+65%	+$183K	﹤0.01%	583
2024 Q1	$281K	Sell	11,078 -8,081	-42%	-$206K	﹤0.01%	687
2023 Q4	$488K	Buy	19,159 +67	+0.4%	+$1.69K	﹤0.01%	527
2023 Q3	$478K	Buy	19,092 +62	+0.3%	+$1.56K	﹤0.01%	500
2023 Q2	$478K	Buy	19,030 +5,127	+37%	+$131K	﹤0.01%	514
2023 Q1	$355K	Buy	13,903 +2,597	+23%	+$66.2K	﹤0.01%	543
2022 Q4	$286K	Buy	+11,306	New	+$286K	﹤0.01%	568

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allworth Financial's CGSD Position: Q2 2026 in Review

Allworth Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.31% in Q2 2026, buying an estimated $491 and bringing the position to 6,168 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Allworth Financial first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $488K in Q4 2023. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Allworth Financial held 6,168 shares of Capital Group Short Duration Income ETF worth $159K as of Q2 2026.
Allworth Financial bought 19 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $491.
Capital Group Short Duration Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1643 holding.
Allworth Financial first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
Allworth Financial's Capital Group Short Duration Income ETF position peaked at $488K in Q4 2023.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.