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

AmeriFlex Group’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	$81.8K	Hold	3,180	–	–	0.03%	377
2026 Q1	$82K	Sell	3,180 -820	-21%	-$21.3K	0.04%	323
2025 Q4	$104K	Buy	+4,000	New	+$104K	0.05%	269
2025 Q2	–	Sell	-910	Closed	-$23.5K	–	1096
2025 Q1	$23.5K	Buy	910 +541	+147%	+$13.9K	0.01%	654
2024 Q4	$9.48K	Buy	+369	New	+$9.49K	﹤0.01%	786

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

AmeriFlex Group's CGSD Position: Q2 2026 in Review

AmeriFlex Group held its Capital Group Short Duration Income ETF (CGSD) position steady in Q2 2026 at 3,180 shares worth $81.8K. The position accounts for 0.03% of the portfolio, ranked #377.

AmeriFlex Group first reported a position in CGSD in Q4 2024 and has held it in 5 quarters since. The position peaked at $104K in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

AmeriFlex Group held 3,180 shares of Capital Group Short Duration Income ETF worth $81.8K as of Q2 2026.
AmeriFlex Group left its Capital Group Short Duration Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Income ETF made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #377 holding.
AmeriFlex Group first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's Capital Group Short Duration Income ETF position peaked at $104K in Q4 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.