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

Ameritas Advisory Services’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	$301K	Buy	+11,706	New	+$302K	0.01%	953
2026 Q1	–	Sell	-8,375	Closed	-$218K	–	1089
2025 Q4	$218K	Buy	8,375 +5,483	+190%	+$143K	0.01%	870
2025 Q3	$75.1K	Sell	2,892 -11,361	-80%	-$295K	﹤0.01%	940
2025 Q2	$370K	Sell	14,253 -6,774	-32%	-$175K	0.02%	578
2025 Q1	$542K	Sell	21,027 -19,088	-48%	-$492K	0.02%	551
2024 Q4	$1.03M	Sell	40,115 -34,751	-46%	-$894K	0.04%	407
2024 Q3	$1.94M	Sell	74,866 -61,198	-45%	-$1.58M	0.08%	244
2024 Q2	$3.46M	Buy	+136,064	New	+$3.45M	0.13%	161

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

Ameritas Advisory Services's CGSD Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 11,706 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CGSD as recently as Q4 2025.

Ameritas Advisory Services first reported a position in CGSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q2 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Ameritas Advisory Services held 11,706 shares of Capital Group Short Duration Income ETF worth $301K as of Q2 2026.
Capital Group Short Duration Income ETF was a new Ameritas Advisory Services position in Q2 2026.
Capital Group Short Duration Income ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #953 holding.
Ameritas Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
Ameritas Advisory Services's Capital Group Short Duration Income ETF position peaked at $3.46M in Q2 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.